Client Service Associate (Seattle or Bellevue)

Client Service AssociateOppenheimer & 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.Responsibilities:Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and professionalsQuickly develop knowledge of a variety of forms and account procedures in order to assist clientsLearn to utilize research and technical support toolsAct with integrity and respect in all situationsCultivate and grow existing client relationshipsAssist with marketing effortsPrioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointmentsPrepare and process paperwork to open and service accountsLocal office interaction with other support members, Financial Professionals and ManagementSkills/Requirements:This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness1-2 years' experience working as a sales assistant/CSA in financial services preferredA basic understanding of financial instruments and brokerage/insurance productsPossess 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 programsMust be a team player with an energetic, positive disposition seeking growth and opportunity to expand the roleMust be able to maintain the highest level of confidentialityDemonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skillsAble to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly mannerAble to prioritize and meet designated deadlines and work effectively in a pressurized environment under time constraintsDemonstrate the ability to handle multiple tasks to completion with little or no supervisionCompensation:For job postings in Washington, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary range offered for this role is between $50,000.00 - $60,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.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 benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.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.