Receptionist/Client Service Associate

2 months ago

New York, United States Oppenheimer & Co. Inc. Full time
Job DescriptionJob 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 is currently seeking a dynamic and personable Receptionist/Client Service Associate to join our office in Chrysler East. The Receptionist/CSA position is a key stakeholder in our primary goal of creating a world class experience for our employees and guests. This position will be located in our guest conference center, and as such, will have responsibility for maintaining a professional environment that will create a differentiated experience for our visitors..

Responsibilities

  • Welcome and greet visitor and employees, determine nature and purpose of visit, and direct or chaperone them to specific destinations
  • Main point of contact for visitors (services for coat/luggage storage, direction to restrooms, beverage (water/tea/coffee) services)
  • Manage calendar (MS Outlook) for all conference rooms in conference center space
  • Answer telephone and direct calls, screen, or forward calls, providing information, taking messages or scheduling appointments
  • Add visitors to building security website portal
  • Arrange catering with approved vendors and maintain cleanliness in conference room
  • Maintain a professional environment in the reception area
  • Request technology support for conference center
  • Oversee use of conference center space and escalate issues
  • Perform administrative duties such as scanning, photocopying, faxing, filing, collating and creating mailing labels
  • In-room technology support
  • Provide general administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
  • Assist with CSA related ad hoc projects as requested

Skills/Requirements:

  • Bachelor’s degree required
  • Excellent written, visual, and verbal communication skills
  • Strong interpersonal skills with a focus on teamwork
  • Super attention to detail, organization, and able to adapt quickly to change
  • Series 7 and 63/65 (or 66) or strong desire to attain
  • 1-2 years in financial services experience
  • Professional presentation skills
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook) and Zoom/WebEx
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Interface and articulate well with all levels of employees and clients in a highly professional and cheerful manner
  • Ability to handle all situations with diplomacy

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York 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 $50,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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