Client Service Associate
1 week ago
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 Client Service Associate to join our Private Client Division in Southbury CT office. 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
* Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
* Calendar management and coordination of meetings, including all logistics
* Database management
* Client interaction and service
* Perform special projects as assigned
Skills/Requirements
* Bachelors degree required
* 1-2 years financial services/fixed Income experience would be highly beneficial
* Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
* Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
-
Client Service Associate
3 weeks ago
Southbury, United States Oppenheimer & Co. Full timeWho 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...
-
Client Service Associate
3 weeks ago
Southbury, United States Oppenheimer & Co. Full timeWho 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...
-
Client Service Associate
3 months ago
Southbury, United States Kestra Holdings Full time"What is best for our clients will be best for our company." This statement has been the founding principle of our company and the driving force behind every piece of advice our team offers. It all started in 1965 with a Vision to Serve Teachers. Education professionals face some different challenges when preparing for retirement. Just like many other...
-
Sales & Customer Service Associate
5 months ago
Southbury, United States Massage Envy Full timeOverview: Where Better Careers Begin! Massage Envy Southbury Do you have a passion for helping others? At the Massage Envy Southbury franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing our member base to help more people on...
-
Client Specialist
3 months ago
Southbury, United States Talbots Full timeJob Number: 22674 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...
-
Client Relationship Manager
4 weeks ago
Southbury, Connecticut, United States Talbots Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Client Specialist. As a Client Specialist, you will be responsible for creating and fostering a culture of hospitality through exceptional customer experiences and building enduring relationships both internally and externally.Key Responsibilities:Create...
-
Hospital Service Associate
4 weeks ago
Southbury, United States Stericycle Full timeNo weekends and immediate offers made, for permanent/non-seasonal career opportunity with paid training available! At Stericycle, we deliver solutions that protect the environment, people, and public health and working to create a more sustainable future. This position requires being on-site at Stericycle customer locations and complying with all of the...
-
Full-time Dining Service Associate
6 days ago
Southbury, Connecticut, United States Monarch Communities Full timeAbout Monarch CommunitiesAt Monarch Communities, we prioritize compassion, innovation, and community. Our team is dedicated to making a meaningful impact on the lives of our residents and fostering a collaborative work environment.Dining Server Job SummaryWe are seeking a skilled Dining Server to provide exceptional customer service and create a welcoming...
-
Sales Associate
6 months ago
Southbury, United States Chico's Full timeJoin our chic team, dedicated to a styling and social experience that inspires women to express their individuality. POSITION OBJECTIVE: The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...
-
Sales Associate
3 months ago
Southbury, United States The Paper Store Full timeThe Paper Store is committed to being the premiere destination for all of our customer's gift-giving needs. Our mission is to share our passion for The Paper Store with each customer, during each visit, by going above and beyond their expectations for both selection and service. Sales Associates are responsible for delivering world class service, achieving...
-
Financial Services Coordinator
5 days ago
Southbury, Connecticut, United States Oppenheimer & Co Full timeAbout Oppenheimer & Co.Oppenheimer & Co. 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, equity & fixed income...
-
Retail Sales Associate
2 weeks ago
Southbury, United States Talbots Full timeTalbots - Southbury Plaza [Sales Associate / Team Member] As a Retail Sales Associate at Talbots, you'll: Communicate professionally and in a timely manner with customers, associates and corporate partners; Be accountable for achieving productivity goals by using product knowledge using selling tools and available resources; Provide an exceptional selling...
-
Financial Services Coordinator
6 days ago
Southbury, Connecticut, United States Oppenheimer & Co. Inc. Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our Private Client Division in Southbury, CT. This role will provide administrative support to our clients, manage databases, coordinate meetings, and perform special projects as assigned.
-
Floral Sales Associate
6 days ago
Southbury, Connecticut, United States ShopRite Full time**About ShopRite**We are a grocery store that offers a wide range of products and services to our customers. Our team is committed to providing excellent customer service and ensuring a clean and safe shopping environment.**Job Overview**We are seeking a Floral Sales Associate to join our team. As a key member of our sales floor, you will be responsible for...
-
Southbury, Connecticut, United States STAND 8 Full timeAbout the RoleWe are seeking a highly skilled and professional Multilingual Insurance Customer Service Professional to join our team at STAND 8. As a key member of our customer service team, you will play a crucial role in delivering exceptional service to our clients by responding to inquiries and resolving issues related to insurance and annuity products.
-
Southbury, Connecticut, United States KnitWell Full timeOverviewAt KnitWell, we're committed to delivering exceptional client experiences. As a Part-time Business Development Representative, you'll play a vital role in driving revenue growth by fostering strong relationships with clients.Job SummaryWe're seeking a highly motivated and skilled individual to join our team as a Part-time Business Development...
-
Bilingual Customer Service Representative
1 month ago
Southbury, United States STAND 8 Full timeSTAND 8 provides end to end IT solutions to enterprise partners across the United States and with offices in Los Angeles, New York, New Jersey, Atlanta, and more; including internationally in Mexico and India. We are seeking a dedicated and professional Bilingual Customer Service Specialist to join our team. The ideal candidate will possess strong...
-
Landscape Account Manager
4 months ago
Southbury, United States brightview.com Full timeDescription At BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. We’re looking for an Account Manager. Can you picture yourself here? Here’s what you’d do: You’d be the primary contact for your...
-
Registered Nurse
2 months ago
Southbury, United States Hartford Healthcare Full timeDescription Job Schedule: Full Time Standard Hours: 36 Job Shift: Shift 1 Shift Details: 3 12 hour shifts, 6-630pm, on-call requirement. Every other Saturday, unit closed Sunday. Work where every moment matters.Every day, over 30,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters...
-
Substance Use Disorder Registered Nurse
2 months ago
Southbury, United States Hartford Healthcare Full timeDescription Job Schedule: Part Time Standard Hours: 32 Job Shift: Shift 3 Shift Details: Wednesday - Saturday 11pm - 7:30am *New Hires Eligible For Sign-On Up To $3,000* Rushford Center is seeking a dedicated and compassionate Registered Nurse to work in a substance use disorder treatment facility. The ideal candidate will deliver efficient, high quality,...