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Client Service Associate
2 months ago
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 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:
- Produce quality analytical reports using various software programs
- Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
- Assist participants with various needs
- Learn and adapt to service needs of various accounts in order to answer day-to-day questions
- Quickly develop knowledge of forms and account procedures in order to assist clients
- Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
- Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations
- Database management of contacts and associates
- Oversee marketing efforts
- Special projects as assigned
- Local office interaction with other support members, Financial Advisors and Management
- Some experience working in Finance/Broker-Dealer/Investment background is preferred
- Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered
- Must be a team player with a proactive, positive, problem-solving disposition
- Possess a high degree of proficiency with MS office products including Word, Excel and Outlook
- Must be able to maintain the highest level of confidentiality
- Excellent communication skills: verbal, written and interpersonal
- Demonstrate strong accuracy and thoroughness in all facets of daily work
- Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner
- Able to meet designated deadlines and work effectively in a pressurized environment
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 $50,000.00 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.
