Client Service Associate (Seattle, WA)
Oppenheimer & Co. Inc.Highlight
Summary
About the Role
About You
- Superior interpersonal and multi-tasking skills.
- 1-2 years’ experience working as a sales assistant/CSA in financial services.
- Basic understanding of financial instruments and brokerage/insurance products.
- High proficiency with MS Office products (Word, Excel, PowerPoint, Outlook).
- Ability to maintain confidentiality and demonstrate strong accuracy and thoroughness.
- Experience with DocuSign and internal software programs.
- Energetic, positive disposition seeking growth and opportunity.
Benefits
- Comprehensive benefits package including Health, Dental, Vision, Mental Health & Wellness programs.
- 401(K) and PTO benefits.
- Paid family medical leave and disability benefits.
Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position in the industry, thanks to the dedication, expertise, and creativity of our people. Oppenheimer Financial Advisors draw on the extensive resources and expertise of nearly 1,900 other professionals, including those in Equity Research, Capital Markets, and Investment Banking. Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd., Oppenheimer Trust Company of Delaware and Oppenheimer & Co. Inc. are wholly owned subsidiaries of Oppenheimer Holdings Inc., an integrated financial holding company. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.