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Oppenheimer & Co. Inc.
Austin, TX, United States
Oppenheimer Private Client Group is a full-service financial services firm with an emphasis on providing premier financial advice and guidance to the increasingly local affluent marketplace. Job Description Primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice
Job Source: Oppenheimer & Co. Inc.Oppenheimer & Co.
Austin, TX, United States
Oppenheimer Private Client Group is a full-service financial services firm with an emphasis on providing premier financial advice and guidance to the increasingly local affluent marketplace. Job Description Primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice
Job Source: Oppenheimer & Co.Raymond James Financial Services
Austin, TX, United States
Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide
Job Source: Raymond James Financial ServicesRaymond James Financial Incorporated
Austin, TX, United States
Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/
Job Source: Raymond James Financial IncorporatedRaymond James Financial, Inc.
Austin, TX, United States
**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to pr
Job Source: Raymond James Financial, Inc.Morgan Stanley
Austin, TX, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) 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 of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyEdelman Financial Engines
Austin, TX, United States
Client Service Associate Client Service Shared Support Team At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us t
Job Source: Edelman Financial EnginesSPS North America Inc
Austin, TX, United States
Job Details Level Entry Job Location CHS AU - Austin, TX Position Type Full Time Job Category Customer Service Description Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services A
Job Source: SPS North America IncAustin, TX, United States
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Registered Client Service Associate (Austin) Oppenheimer Private Client Group is a full-service financial services firm with an emphasis on providing premier financial advice and guidance to the increasingly local affluent marketplace.
Job Description
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
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
Skills and Requirements
Series 7 and 63/65 (or 66) required
3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment
Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn 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 meet designated deadlines and work effectively in a pressurized environment
Demonstrate the ability to handle multiple tasks to completion with little or no supervision
Compensation:
The total compensation for this role is determined based on various factors, including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the base salary range for this position is $55,000.00-$65,000.00. In addition, certain positions are eligible for additional forms of compensation such as discretionary bonus.
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Registered Client Service Associate (Austin) jobs in Austin, TX, United States
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