Top 19 Registered client service associate (washington d.c) Jobs in Washington Dc

Registered Client Service Associate (Washington D.C)
Oppenheimer & Co. Inc. —Washington, DC
- $55,000 - $65,000 a year
- Full-time
- 5 years
- Mid-level
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
Registered Client Service Associate
Morgan Stanley —McLean, VA
- $70,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Financial Advisor
Edward Jones —Dunkirk, MD
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Falls Church, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Dunn Loring, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
1d
Registered Wealth Management Client Associate
Bank of America —Washington, DC
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Private Wealth Management Wealth Management Associate
Morgan Stanley —Washington, DC
- Up to $115,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
- Health savings account
- Paid holidays
Associate, Advisor
NFP Corp —Reston, VA
- Full-time
- Finance
- Bachelor's degree
- Business
- Paid holidays
- Paid time off
9d
Relationship Development Associate
Financial Growth Partners —Reston, VA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- US work authorization
- Financial services
- Marketing
- Health insurance
- Dental insurance
Quick Apply
11h
Registered Client Service Associate- Bethesda, MD
Raymond James Financial, Inc. —Bethesda, MD
- $55,000 - $75,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Registered Representative
New York Life - Tyson's Corner —Washington, DC
- $121,500 - $142,500 a year
- Basic math
- Finance
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Brokerage Registered Client Service Associate - Maryland
Truist Bank —Columbia, MD
- $60,000 - $75,000 a year
- Full-time
- Computer literacy
- English
- Research
- AD&D insurance
- Paid holidays
Wealth Strategist Senior
PNC Financial Services Group —Washington, DC
- $133,000 - $296,400 a year
- Full-time
- Customer service
- Research
- Office
- Wellness program
- Health savings account
Fast Track to Management
New York Life - Tyson's Corner —Tysons, VA
- $132,500 - $157,500 a year
- Office
- Recruiting
- Leadership
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Bethesda, MD
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
11h
Associate - Northeast Advisor Group
Thrivent —Washington, DC
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

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Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 a year
Associate - South Central Advisor Group
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Associates can be fully licensed, securities licensed, or insurance licensed. The sponsoring financial advisor helps our members analyze their current situation…
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Registered Client Service Associate (Washington D.C)

Oppenheimer & Co. Inc. -
Washington, DC

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

5 years
Mid-level
Organizational skills

Full Job Description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Registered Client Service Associate to join our Private Client Division in Washington D.C. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

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

FINRA Registrations: Series 7 and 63/65 (or 66) required (within first three months of hire)
5+ 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 under time constraints
Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Compensation:

For job postings in Washington D.C, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to Washington D.C 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. The current base salary offered for this role is $55,000.00 to $65,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. The successful candidate may also be eligible to participate in the relevant business unit’s incentive compensation plan, which may include additional monthly incentive compensation and/or annual discretionary bonus.

Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

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Refine Your Search

registered client service associate (washington d.c) jobs in washington dc

Registered Client Service Associate (Washington D.C)

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Registered Client Service Associate- Bethesda, MD

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