Client Service Associate (Seattle or Bellevue)

Oppenheimer & Co.•Seattle, WA

2d•$50,000 - $60,000•Onsite

About The Position

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 Client Service Associate for their Seattle or Bellevue branch office in Washington. The CSA's primary responsibility is to support Financial Professionals in 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.

Requirements

This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness
1-2 years experience working as a sales assistant/CSA in financial services preferred
A basic understanding of financial instruments and brokerage/insurance products
Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn DocuSign and 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 prioritize and 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
Oppenheimer & Co. Inc. will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.

Responsibilities

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and professionals
Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
Learn to 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
Local office interaction with other support members, Financial Professionals and Management