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 9 hours 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
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability...SuggestedWork experience placementWork at office
$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, FL12 hours 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
Morgan Stanley
Fort Lauderdale, FL2 days 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...SuggestedLocal area$60k - $70k
...Manager 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...- ...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, FL3 days ago - ...innovative, disruptive technology and exceptional service to join our team. The ideal candidate will be located in Miami or Fort Lauderdale, FL and have the ability to travel to Orlando... ...focus Required Education: ~ Associate's degree in a clinical field or...Temporary workWork experience placementSummer workFlexible hours
$1,733 - $1,961 per week
...Registered Nurse Pay: $1,733.00 to $1,961.00 weekly Assignment Length: 13 Weeks Schedule: 5x8-Hour 08:30 - 17:00 Openings: 1 Start Date: 08/25/2026 Experience: 2.0 year(s) Certifications: BLS Facility Info: Log in to view details Charting System: Epic We'll work...- ...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 and utilizing the full capabilities...Full timeWork at officeLocal area
- ...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...Internship
- ...Responsible for building relationships with an installed base of clients, who have been long-standing partners with eTeamSponsor.... ...required); HubSpot (preferred) ~ Must be located in the Ft. Lauderdale, FL area Why Join eTeamSponsor: Think back to when you played...Local areaWork from homeHome office
$90k - $105k
...rooted in connection—between clients and clinicians, care teams,... ...~ Must be located in Fort Lauderdale, FL ~3+ years experience selling... ...or other commercial email services. Recruiting agencies, please... ...we will not pay any fee associated with unsolicited referrals....Full timeLocal areaRemote 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
$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...- ...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
- ...A well-established investment firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and problem-solving skills, enabling the...Full time
Insight Global
Pompano Beach, FL1 day ago - ...Client Service Associate (Part-Time) Location: Plantation, FL Schedule: In-office, Monday, Wednesday, Friday | 8:30 AM – 5:30 PM About the Role We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal for someone...Part timeWork at officeMonday to Friday
Modern Wealth Management
Plantation, FL1 day ago - ...Client Service Associate At Mma Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day...Local areaFlexible hoursNight shift
Marsh & McLennan
Fort Lauderdale, FL2 days ago - ...Description A well-established investment firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and problem-solving skills...Full time
Insight Global
Coconut Creek, FL3 days ago $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- ...for an experienced Staffing Agency Manager capable of acquiring client accounts and producing contract agreements to secure... ...creating agreements between agency and clients and marketing agency services to clients. Who? We hire candidates with Human Resource, Management...Contract workFor contractorsRemote workWork from homeFlexible hours
- ...Customer Service Representative To provide superior standards... ...the Bank for the international client. Ensures transactions are... ...services, as well as the processes associated to the delivery of these... ...*** Applicant may be NMLS registered and provide the company with...Temporary workWork experience placement
- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
$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 workSoligent
Fort Lauderdale, FL4 days ago$71.7k - $129.5k
...and bringing T-Mobile's unmatched products and services to underserved markets. This is a... ...and close business. NOTE: Though listed as FL-remote, the candidate for this role must live within the Miami/Ft Lauderdale, FL territory as this is a field and face to...Full timeTemporary workPart timeWork experience placementLocal areaRemote workFlexible hoursT-Mobile
Fort Lauderdale, FL1 day ago- ...Executive, CoStar Data & Analytics - Ft. Lauderdale, FL CoStar Group is a leading global... ...business while managing and growing your client portfolio through the value of CoStar products... ..., commercial real estate, financial services, business intelligence, marketing,...Full time
- ...fastest-growing interactive marketing agency in Florida. A full-service creative and performance shop built to scale health, wellness,... ...standards, and work as a small team where every seat matters. Our clients trust us deeply, and we’re looking for someone who takes that...
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
- service advisor automotive Fort Lauderdale, FL
- service consultant Fort Lauderdale, FL
- service delivery associate Fort Lauderdale, FL
- public service officer Fort Lauderdale, FL
- service worker Fort Lauderdale, FL
- transaction services specialist Fort Lauderdale, FL
- food service officer Fort Lauderdale, FL
- office service associate Fort Lauderdale, FL
- services specialist Fort Lauderdale, FL
- office services specialist Fort Lauderdale, FL