Talent.com
Oppenheimer & Co. Inc.
Registered Client Service Associate (Virginia Beach, VA)Oppenheimer & Co. Inc. • Virginia Beach, VA, US
Registered Client Service Associate (Virginia Beach, VA)

Registered Client Service Associate (Virginia Beach, VA)

Oppenheimer & Co. Inc. • Virginia Beach, VA, US
30+ days ago
Job type
  • Full-time
Job description

Job Opportunity

Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach 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 include:

  • 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

Skills/Requirements include:

  • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
  • 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
Create a job alert for this search

Registered Client Service Associate (Virginia Beach, VA) • Virginia Beach, VA, US

Similar jobs

OTR CDL A Drivers Needed-Top 50% average $101,176 /$.66 to $.69 cpm - 21 Days Out - Nassawadox, VA

Shaffer TruckingNassawadox, VA, US
Full-time

Shaffer Trucking offers a 21-Day Out Moving National Freight.Top 50% average $101,176 per year.One-year verifiable tractor trailer experience with a class A CDL. Show more

 • Promoted

Personal Lines Senior Associate Client Representative

World Insurance Company DefunctVirginia Beach, VA, United States
Full-time

World Insurance Associates Job OpportunityWorld Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make ... Show more

 • Promoted

Registered Wealth Management Client Associate

Bank of AmericaVirginia Beach, VA, United States
Full-time

Merrill Wealth Management Job Opportunity.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ins... Show more

 • Promoted

Top 50% of OTR CDL A drivers avg. $101,176/Year - Nassawadox, VA

Crete CarrierNassawadox, VA, US
Full-time

What’s your preference? Home weekly dedicated or a regional or national fleet? Crete Carrier and Shaffer Trucking offer opportunities to fit your lifestyle.Top 50% average $101,176 per year.One-yea... Show more

 • Promoted • New!

OTR CDL A Drivers Moving National Freight -Top 50% average $101,1762 / $.64 to $.67 cpm - Knotts

Crete CarrierKnotts Island, NC, US
Full-time

Crete Carrier offers a 21 Days Out.Top 50% average $101,176 per year.One-year verifiable tractor trailer experience with a class A CDL. Show more

 • Promoted • New!

Top 50% of OTR CDL A drivers avg. $101,176/Year - Nassawadox, VA

Shaffer TruckingNassawadox, VA, US
Full-time

What’s your preference? Home weekly dedicated or a regional or national fleet? Crete Carrier and Shaffer Trucking offer opportunities to fit your lifestyle.Top 50% average $101,176 per year.One-yea... Show more

 • Promoted

Top 50% of OTR CDL A drivers avg. $101,176/Year - Knotts Island, NC

Crete CarrierKnotts Island, NC, US
Full-time

What’s your preference? Home weekly dedicated or a regional or national fleet? Crete Carrier and Shaffer Trucking offer opportunities to fit your lifestyle.Top 50% average $101,176 per year.One-yea... Show more

 • Promoted • New!

CDL A Drivers Earn $.57 to $.60 CPM Delivering Big, Bulky Loads - Nassawadox, VA

Crete CarrierNassawadox, VA, US
Full-time

Crete Carrier offers a 21 Days Out Delivering Bulky Furniture.Top 50% average $83,857 per year.One-year verifiable tractor trailer experience with a class A CDL. Show more

 • Promoted • New!

Top 50% CDL A Drivers Average $82,550 /$.66 to $.69 cpm. Northeast Regional w/ Full Weekend Off -

Shaffer TruckingNassawadox, VA, US
Full-time

Shaffer Trucking offers a Northeast Regional w/ Full Weekend Off.Top 50% average $82,550 per year.One-year verifiable tractor trailer experience with a class A CDL. Show more

 • Promoted

Become a Surrogate, give the miracle of life, and earn up to $115,000 from home!

Giving Tree SurrogacyCheriton, VA, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Southeast Regional CDL A Job - 21 Days Out-Top 50% Avg. $81,505 /$.58 to $.61 cpm - Knotts Island,

Crete CarrierKnotts Island, NC, US
Full-time

Crete Carrier offers a 21-Day Out Southeast Regional.Top 50% average $81,505 per year.One-year verifiable tractor trailer experience with a class A CDL. Show more

 • Promoted • New!

Pharmacy Customer Service Associate

WalgreensVirginia Beach, VA, United States
Part-time

Job Description:Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient chec... Show more

 • Promoted

Top 50% of OTR CDL A drivers avg. $101,176/Year - Cape Charles, VA

Crete CarrierCape Charles, VA, US
Full-time

What’s your preference? Home weekly dedicated or a regional or national fleet? Crete Carrier and Shaffer Trucking offer opportunities to fit your lifestyle.Top 50% average $101,176 per year.One-yea... Show more

 • Promoted • New!

Registered Client Service Associate (Virginia Beach, VA)

Oppenheimer & Co. Inc.Virginia Beach, VA, United States
Full-time

Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach branch office.The RCSA's primary responsibility is to support Financial Advisors in sales... Show more

 • Promoted

Client Service Associate (Unregistered)

Davenport & CompanyVirginia Beach, VA, United States
Full-time

Client Service Associate (Unregistered).Hiring Range: $49,000 - $68,000.Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Virginia Beach team.This f... Show more

 • Promoted

Personal Lines Senior Associate Client Representative

World Insurance Associates LLCVirginia Beach, VA, United States
Full-time

Company Overview World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to imp... Show more

 • Promoted

CDL A Team Drivers - $25,000 Sign-On

Transco LinesCape Charles, VA, US
Full-time

Earn up to $220,000 per team annually*.We know being a driver is tough.That's why Transco Lines makes sure you not only get great pay, but also the home time to help you enjoy it.You'll always get ... Show more

 • Promoted

OTR CDL A Drivers Moving National Freight -Top 50% average $101,1762 / $.64 to $.67 cpm -

Crete CarrierNassawadox, VA, US
Full-time

Crete Carrier offers a 21 Days Out.Top 50% average $101,176 per year.One-year verifiable tractor trailer experience with a class A CDL. Show more

 • Promoted • New!

Dedicated CDL A Driver Delivering for Tractor Supply. Good Hometime-Earn up to $81,333 /$.61 to

Crete CarrierKnotts Island, NC, US
Full-time

Crete Carrier offers a dedicated weekly home time Hauling for Tractor Supply.Top 50% average $81,333 per year.One-year verifiable tractor trailer experience with a class A CDL. Show more

 • Promoted • New!

OTR CDL A Drivers Moving National Freight -Top 50% average $101,1762 / $.64 to $.67 cpm - Cape

Crete CarrierCape Charles, VA, US
Full-time

Crete Carrier offers a 21 Days Out.Top 50% average $101,176 per year.One-year verifiable tractor trailer experience with a class A CDL. Show more