Registered Client Service Associate (Nashville, TN)
Company: Oppenheimer & Co. Inc.
Location: Nashville
Posted on: February 17, 2026
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Job Description:
Job Description 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 Oppenheimer & Co. Inc.’s Private Client
Division is currently seeking a Registered Client Service Associate
for their Nashville branch office. The RCSA's primary
responsibility is to support Financial Advisors in sales, marketing
and day-to-day operations of a growing wealth management practice.
This role requires superior interpersonal and multi-tasking skill
sets. The candidate should be able to operate independently as well
as a member of a small team. This role will assist in performing a
variety of daily tasks so that the team grows their business, runs
smoothly, and meets service excellence standards. 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 six months of hire) 3 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 Demonstrate the ability to handle multiple tasks to
completion with little or no supervision
Keywords: Oppenheimer & Co. Inc., Nashville , Registered Client Service Associate (Nashville, TN), Accounting, Auditing , Nashville, Tennessee
