Registered Client Service Associate (Fort Lauderdale, FL)
Oppenheimer & Co. Inc.
Job Opportunity at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale 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
Qualifications
- FINRA Registrations: Series 7 and 66
- Bilingual in English and Spanish
- 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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate (Fort Lauderdale, FL) in Fort Lauderdale, FL vacancy
- ...middle-market investment bank and full service broker-dealer. With roots tracing back to... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSA's primary...SuggestedWork at officeLocal area
$55k
...Manager job at Ocean Sky Hotel & Resort. Fort Lauderdale, FL. Location : 4060 Galt Ocean Drive, Fort... ...role involves working closely with clients to understand their needs, collaborating... ...relationships with clients, ensuring outstanding service from initial inquiry to post‑event...SuggestedFull timeWork at officeFlexible hoursAfternoon shiftNull Corporation
Fort Lauderdale, FL4 days ago- ...Company We're a diversified financial services leader with more than $1.5 trillion... ..., small business and institutional clients. We are a longstanding leader in financial... ...ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Fort Lauderdale, FL2 days ago - ...Registered Client Service Associate Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging...SuggestedWork at officeLocal area
Morgan Stanley
Fort Lauderdale, FL1 day ago - ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedWork at officeLocal area
Socket
Fort Lauderdale, FL3 days ago - M organ Stanley in Fort Lauderdale seeks a Registered Client Service Associate to deliver exceptional client service and support Financial Advisors daily. You will manage routine account inquiries, money movements, and onboarding, helping clients understand their investments...
- : Job Summary: The Customer Care Specialist is an in-office position and is the point person once a job has gone live into production. This position is responsible to manage all aspects of the job, ensuring that the jobs ship on time and to perform all customer communication...Full time
$60k - $70k
...Lendbuzz is looking for a detail-oriented and relationship-focused Recourse Account Manager to join our growing team in Fort Lauderdale, FL. This role supports the ongoing success of our dealer network by managing post-sale operations tied to the Lendbuzz Partnership...Lendbuzz
Fort Lauderdale, FLmore than 2 months ago$158.95k - $220k
...participation in congresses, regional meetings, and other industry events. When & where: Field Based Location: Fort Lauderdale (Metro), FL Discover your role: Engage Rare Neurology Experts and other key Rare Neurology customers within an assigned geography...Local area$275k
Sr. Manager (Private Banking Services) – To $275K – Fort Lauderdale, FL – Job # 3611B Who We Are The Symicor Group is a boutique talent acquisition firm... ...premium results for you. The Position Our bank client is seeking to fill a Sr. Manager (Private Banking Services...Symicor Group
Fort Lauderdale, FLmore than 2 months ago$19 - $20 per hour
...At Cosentino ( we are looking for a Customer Service Representative located in Fort Lauderdale, FL , who will have the opportunity to work in a multinational... ...to the different market stakeholders and end Clients. With a presence in more than 100 Countries and 5...Hourly payFull timeTemporary work$120k - $180k
...Description Job Title: Construction Law Attorney Location: Fort Lauderdale, FL 33301 Salary Range: $120,000 - $180,000, commensurate... ...Work Arrangement: Onsite, with occasional travel to clients' sites Our client, a respected legal firm with a significant...Contract workFor contractorsFor subcontractorWork at office- ...Job Title: Construction Litigation Attorney Location: Fort Lauderdale, FL Salary: Competitive, with benefits and bonus opportunities... ...As a Construction Litigation Attorney, you will represent clients in high-stakes disputes involving construction defects, contract...Contract workFor contractorsLocal area
- ...Description Job Description Senior Associate Attorney Practice Area:... ...Commercial Litigation Location: Fort Lauderdale, FL, 33301 Schedule: Hybrid, Full... ...work environment. Client: A leading full-service law firm with a robust national and...Hourly payFull timeContract workWork at officeLocal areaFlexible hours
- ...skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their... ...exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma...Full timeInternship
- ...Registered Wealth Management Client Associate Fort Lauderdale, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions....Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Lauderdale Lakes, FL2 days ago - ...Job Description Job Description Our client, a highly regarded law firm that ranks... ...offers a comprehensive range of legal services, is currently in search of a talented and... ...which is based in the vibrant city of Fort Lauderdale . Position Overview: The ideal...Work at office
$360k
...Description Job Description Associate Center Clinical Medical Director Fort Lauderdale, FL COMPENSATION: $270-$290k... ...+ Bonus and Partnership Our client is a physician-led, mission-driven... ...Podiatry and more Holistic Health Services: Acupuncture, Tai Chi, Yoga and...Work at officeRelocationMonday to Friday- ...Financial Services Representative Interactive Brokers Group, Inc., a member of the S&P 500, is a global financial services company... ...has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their...Work at officeLocal areaRemote workWorldwide
$40 per hour
...Overnight Front Desk Supervisor Conrad Fort Lauderdale Beach is looking for an Overnight Front Desk Supervisor to join the Front Office... ...This luxurious oceanfront retreat offers a world of style, service and connection with globally inspired architecture and design...WorldwideShift workNight shift$19 per hour
...Customer Operations Specialist - Fort Lauderdale Soligent is the largest pure play solar distributor in the Americas. At Soligent, we... ...product is shipped per customer requirements, performing Customer Service activities and supporting the local Sales team. The Customer...Local areaFlexible hoursShift work- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor,...
Chase
Fort Lauderdale, FL5 days ago - ...payments capabilities and services developed through its... ...: Miami, FL; Remote with travel in... ...to manage and grow key client accounts, focusing on... ...for any fees or charges associated with unsolicited resumes... ...FLORIDA VIRTUAL, USA; FORT LAUDERDALE, FL, USA; GEORGIA VIRTUAL...Full timeRemote workWorldwideFlexible hours
- ...Description Job Description A leading national law firm, is seeking an associate with 3+ years of litigation experience to join the Defense Litigation practice group in its Ft. Lauderdale office, with hybrid work arrangements available and the ability to work primarily...Work at officeRemote work
$200k - $265k
...Attorney $200000 - $265000 per year | Fort Lauderdale, FL | On-site | Permanent A bit about us... ..., known for its exceptional legal services and client-focused approach. With approximately... ...development efforts Mentor and supervise associates and contribute to team growth...Permanent employmentLocal areaAustralia-Employment
Fort Lauderdale, FL4 days ago$157k - $202k
...Experience Required Full‑Time | On‑Site | Fort Lauderdale, FL | $157,000–$202,000 (Dependent upon... ...with strong follow-through Represent clients in hearings, negotiations, and jury trials... ...our systems, operations, and client service standards. Our firm is built on professionalism...Full timeFlexible hoursMLG
Fort Lauderdale, FL1 day ago$90k - $150k
...winning trial strategies and courtroom presentations Conduct legal research, draft motions, and appear in court daily Manage client relationships with professionalism and empathy Collaborate with leadership on firm-wide initiatives and growth Qualifications...Work at office$47.5k - $80k
...Position Title: Client Service Specialist- Personal Lines Location: Hybrid Fort Lauderdale Office - Fort Lauderdale, FL 33301 Salary Range: $47,500.00 - $80,000.00 Hourly Overview Salary Range $47,500.00 - $80,000.00 Hourly Client Service Specialist...Hourly payWork at officeMarshall & Sterling
Dania Beach, FL5 days ago- Job Description Job Description Federal and State court trial experience
- Job Description Job Description Trust and Estate litigation attorney along with Probate Litigation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate (Fort Lauderdale, FL). Be the first to apply!
Related searches
- client services associate Fort Lauderdale, FL
- community services specialist Fort Lauderdale, FL
- professional services specialist Fort Lauderdale, FL
- toyota service advisor Fort Lauderdale, FL
- environmental services attendant Fort Lauderdale, FL
- service administrator Fort Lauderdale, FL
- health services administrator Fort Lauderdale, FL
- experienced service advisor Fort Lauderdale, FL
- car service advisor Fort Lauderdale, FL
- facility service associate Fort Lauderdale, FL