Oppenheimer & Co. Inc. · 1 hour ago
Registered Client Service Associate (Boca Raton, FL)
Boca Raton, FL
Full-time
Onsite
Entry Level
1+ years expOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. They are seeking a Registered Client Service Associate to join their Branch office team in Boca Raton, Florida, with primary responsibilities including servicing clients, marketing, scheduling, and managing databases.
Financial Services
Responsibilities
Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
Calendar management and coordination of meetings, including all logistics
Database management
Client interaction and service
Provide back-up to other teams and within the branch
Perform ad hoc duties and work on special projects as necessary
Qualification
Required
FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Able to meet designated deadlines and work effectively in a pressurized environment
Preferred
Bachelor's degree preferred
1-2 years financial services/fixed Income experience would be highly beneficial
Fluent in English and Spanish preferred
Company
Oppenheimer & Co. Inc.
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-09-05IPO
Leadership Team
Craig Schneider
Managing Director - Regional Director
Douglas Siegel
Managing Director, Chief Compliance Officer
Recent News
2025-12-08
Company data provided by crunchbase