Client Service Associate; Seattle, WA

Overview

Client Service Associate (Seattle, WA) at Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with roots dating back to 1881. The Private Client Division is seeking a Client Service Associate for the Seattle, WA branch to support Financial Professionals in day-to-day operations of a growing wealth management practice. The CSA should have strong interpersonal and multi-tasking skills and be able to work independently as well as in a small team, performing a variety of tasks to help the team grow the business, run smoothly, and meet service excellence standards.

• Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and professionals
• Develop knowledge of forms and account procedures to assist clients
• Utilize research and technical support tools
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships
• Assist with marketing efforts
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
• Prepare and process paperwork to open and service accounts
• Interact locally with other support members, Financial Professionals and Management

• Superior interpersonal and multi-tasking skills with meticulous attention to detail
• 1-2 years’ experience as a sales assistant/CSA in financial services preferred
• Basic understanding of financial instruments and brokerage/insurance products
• Proficiency with MS Office (Word, Excel, PowerPoint, Outlook); ability to learn Docu Sign and internal software
• Team player with energetic, positive disposition seeking growth
• Ability to maintain the highest level of confidentiality
• Strong accuracy, thoroughness, and organizational skills
• Professional, timely, and friendly communication with all levels of employees, management and clients
• Ability to prioritize and meet deadlines; work effectively under time constraints
• Capability to handle multiple tasks to completion with minimal supervision

The current base salary range for this role in Washington is $50,000.00 – $60,000.00 per year, with potential eligibility for discretionary bonus. Certain positions may include additional forms of compensation.

Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees, which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(k), and PTO. Paid family medical leave and disability benefits are provided where required by law. Compensation and benefits are based on full-time status and vary with job-related skills, experience, and location. Visa sponsorship is not provided now or in the future;

candidates must be able to work without visa sponsorship.