Client Service Associate

3 weeks ago

Washington, United States Oppenheimer & Co. Inc. Full time

**Key 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

**Qualifications**:

- 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

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