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Registered Client Service Associate

4 months ago

Boca Raton, United States Oppenheimer & Co Full time

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 Branch office team in Stamford, Connecticut. 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


* Provide back-up to other teams and within the branch


* Perform ad hoc duties and work on special projects as necessary



Skills/Requirements

* Series 7 and 63/65 (or 66) required (within first six months of hire)
* Bachelors degree preferred


* 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


* Able to meet designated deadlines and work effectively in a pressurized environment