Registered Client Service Associate; Virginia , VA

Position: Registered Client Service Associate (Virginia Beach, VA)
Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) 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.

Job Description

Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach 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. The candidate should be able to operate independently as well as a member of a small team.

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.

Responsibilities

* 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

Skills/Requirements

* FINRA Registrations:
Series 7 and 63/65 (or 66) required (within first six months of hire)

* 3+ 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

* Demonstrate the ability to handle multiple tasks to completion with little or no supervision