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Client Service Associate

1 month ago

Saddle Brook, New Jersey, United States Oppenheimer & Co. Full time

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Client Service Associate (Saddlebrook, NJ) 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 our Saddle Brook, NJ branch 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
1-2 years financial services/fixed Income experience required
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
Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)

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