Client Service Associate (Newport Beach)

This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.

Key Responsibilities:

• Produce quality analytical reports using various software programs
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
• Assist participants with various needs
• Learn and adapt to service needs of various accounts in order to answer day-to-day questions
• Quickly develop knowledge of forms and account procedures in order to assist clients
• Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
• Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations
• Database management of contacts and associates
• Oversee marketing efforts
• Special projects as assigned
• Local office interaction with other support members, Financial Advisors and Management

Qualifications:

• Some experience working in Finance/Broker-Dealer/Investment background is preferred
• Bachelor’s Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered
• Must be a team player with a proactive, positive, problem-solving disposition
• Possess a high degree of proficiency with MS office products including Word, Excel and Outlook
• Must be able to maintain the highest level of confidentiality
• Excellent communication skills: verbal, written and interpersonal
• Demonstrate strong accuracy and thoroughness in all facets of daily work
• Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment

Compensation:

For job postings in California, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.