Registered Client Service Associate

Job overview

The Registered Client Service Associate role is onsite in Glennie, MI. Compensation is not specified. The position supports Oppenheimer’s Private Client Division and its Frankenmuth branch office. The role supports Financial Advisors with client service, sales and marketing efforts, and daily practice operations. It helps the team maintain service standards and grow client relationships by handling account questions and paperwork, preparing reports, and coordinating appointments and deadlines.

What you'll do

• Respond to client and advisor questions
• learn account forms and procedures
• use research and technical tools
• prepare analytical reports
• cultivate client relationships
• assist with marketing
• prioritize tasks, track deadlines, answer phones, take messages, schedule appointments, and process account paperwork.

What we're looking for

Skills & competencies

registered client service associate

oppenheimer & co.

glennie mi

private client division

financial advisor support

wealth management

client service

account processing

finra series 7

series 63/65 or 66

analytical reports

Work arrangement

• Weekend coverage required

Why this role

Requires FINRA Series 7 and Series 63/65 or 66 registrations, plus 5+ years of sales assistant or client service associate experience.

About the employer

Oppenheimer & Co. Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.