Registered Client Service Associate (Fort Lauderdale, FL)
Oppenheimer & Co. Inc. · Fort Lauderdale, FL · 1 wk ago
On-siteOTHRFull-time
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
- Aid in 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
Qualifications
- FINRA Registrations: Series 7 and 66
- Bilingual in English and Spanish