Registered Client Service Associate (Boston)

Oppenheimer & Co. Inc. (“Oppenheimerâ€) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Bellevue branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  
• Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  
• Learn to utilize research and technical support tools
  
• Produce quality analytical reports using various software programs
  
• Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  
• Act with integrity and respect in all situations
  
• Cultivate and grow existing client relationships
  
• Assist with marketing efforts and plan client events
  
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  
• Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  
• Local office interaction with other support members, Financial Advisors and Management
  

• Series 7 and 63/65 (or 66) required (within first three months of hire)
  
• Certified Financial Planner (CFP) certification required
  
• 5+ years� experience working as a sales assistant/CSA in a corporate/brokerage environment
  
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  
• Must be able to maintain the highest level of confidentiality
  
• Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  
• Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  
• Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  
• Demonstrate the ability to handle multiple tasks to completion with little or no supervision
  
• Interact with clients and compile and complete, present financial plans to clients