Client Service Associate

4 months ago


Port Huron, 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.

Oppenheimer & Co. Inc. is currently seeking a Client Service Associate to join our Branch office team in Port Huron, Michigan.

Job Description:

Primary responsibilities include servicing clients, assist in operations, 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.

Responsibilities:
  • Provide administrative support, which includes but not limited to creation, maintenance and editing of documents, spreadsheets, files, and presentations.
  • Assist in maintaining the day to day operations to ensure operational excellence
  • Client Interaction and service
  • Support client onboarding process
  • Maintain and process documents
  • Assist with audit preparations
  • Communicate effectively and efficiently with home office personnel
  • Interact on routine/sensitive matters
  • Interact and support branch staff, Branch Control Officers and all levels of management
  • Ensure that all documents are sent to home office in a timely manner
  • Cross training within other positions in the Operations area
  • Willing and able to take on additional tasks
Qualifications:
  • 2+ years of experience in administrative and/or financial services
  • Possess a high degree of proficiency with Microsoft Office products including Word, Excel, Outlook, PowerPoint, and Teams
  • Ability to navigate computer systems, applications, and utilize search tools to find information
  • Strong attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner.


  • New Port Richey, United States Ameriprise Financial Full time

    Develop and implement a marketing plan to meet client acquisition goals:Contact prospects to set up meetings and appointments. Coordinate seminars and client appreciation events. Prepare for and coordinate marketing events which includes creating mar Client Service, Associate, Registered, Service, Client, Marketing, Retail


  • Port Huron, Michigan, United States HealthEcareers - Client Full time

    We are seeking a skilled Radial Technologist to join our team as a travel technologist in Port Huron, Michigan.About the JobThis 13-week travel position offers a unique opportunity to work with a variety of patients and equipment while providing top-notch care.Work Schedule: 40 hours per week, 8-hour shiftsEmployment Type: TravelThe ideal candidate will...


  • Port Washington, New York, United States Belcan Full time

    Job Summary:We are seeking a talented Client Support Associate to join our team at Belcan in Port Washington, NY. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences through effective communication, problem-solving, and issue resolution.Key Responsibilities:Answers incoming calls and processes...


  • Port Huron, Michigan, United States Family Dollar Full time

    **About Family Dollar**At Family Dollar, we're committed to providing exceptional customer service and creating a positive shopping experience for our customers. As a Customer Service Representative, you will play a critical role in achieving this goal.**Job Summary**We're seeking a highly motivated and customer-focused individual to join our team as a...


  • Huron, Ohio, United States Civista Bank Full time

    Civista Bank is seeking a highly skilled Client Relationship Specialist to join our team. This role offers a competitive salary of $55,000 - $65,000 per year, depending on experience.Job DescriptionA successful Client Relationship Specialist will be responsible for building and maintaining strong relationships with clients through exceptional customer...


  • Port Huron, Michigan, United States Comprehensive Youth Services Full time

    Job Title: Youth Services Coordinator Company Overview:At Comprehensive Youth Services, we are dedicated to providing support and resources to young adults and pregnant/parenting youth experiencing homelessness. Our team is passionate about empowering these individuals to achieve self-sufficiency and reach their full potential. Salary: $18.00 per hour Job...


  • Port Huron, Michigan, United States Sam's Club Full time

    Job OverviewSam's Club is seeking a Front-End Team Supervisor to join our team. As a key member of our front-end team, you will be responsible for supervising associates, providing exceptional member service, and driving sales growth.Key Accountabilities:Supervise and train associates to meet performance expectationsProvide guidance on member service...


  • Port Huron, Michigan, United States Sam's Club Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Associate Position in Port Huron, MI.About the RoleThis role is responsible for providing exceptional customer service and ensuring a positive shopping experience for members. As a Retail Associate, you will be the face of Sam's Club, and your...

  • Associate Veterinarian

    6 months ago


    Port Huron, United States Lake Huron Veterinary Clinic Full time

    OverviewLake Huron Veterinary Clinic is Growing! We are seeking a Full-Time Associate Veterinarian interested in Urgent Care to join our fantastic team! At Lake Huron Veterinary Clinic we are a full-service companion animal hospital with routine and urgent care services. It is our commitment to provide quality veterinary care throughout our patients' lives....

  • Associate Veterinarian

    6 months ago


    Port Huron, United States Lake Huron Veterinary Clinic Full time

    Overview: Lake Huron Veterinary Clinic is Growing! We are seeking a Full-Time Associate Veterinarian interested in Urgent Care to join our fantastic team! At Lake Huron Veterinary Clinic we are a full-service companion animal hospital with routine and urgent care services. It is our commitment to provide quality veterinary care throughout our patients'...


  • Port Huron, Michigan, United States McLaren Health Care Full time

    Job Description: Resident Support AssociateMcLaren Health Care seeks a highly motivated and caring individual to join our team as a Resident Support Associate. This is a part-time position with a competitive salary and comprehensive benefits package.Job Summary:The Resident Support Associate provides direct care to residents, ensuring they receive the...


  • Port Huron, Michigan, United States Sam's Club Full time

    Job OverviewThe Automobile Service Technician will be responsible for providing safe and efficient service in both the sales and service areas of the department, delivering a positive experience for our members. This role requires collaboration with other associates to meet member expectations.

  • Retail Service Expert

    2 weeks ago


    Port Huron, Michigan, United States Family Dollar Full time

    Retail Sales AssociateFamily Dollar is looking for a skilled and enthusiastic Retail Sales Associate to provide an exceptional shopping experience for customers.About the Role:Foster a positive and engaging atmosphere for customers, promoting a culture of excellent service.Greet customers, assist them in finding products, and respond to questions about store...

  • Associate Veterinarian

    6 months ago


    Port Huron, United States USVTA Full time

    Job Description We are seeking a Full-Time Associate Veterinarian interested in Urgent Care to join our fantastic team! At Lake Huron Veterinary Clinic we are a full-service companion animal hospital with routine and urgent care services. It is our commitment to provide quality veterinary care throughout our patients' lives. Our services and facilities are...

  • Associate Veterinarian

    6 months ago


    Port Huron, United States USVTA Full time

    Job Description We are seeking a Full-Time Associate Veterinarian interested in Urgent Care to join our fantastic team! At Lake Huron Veterinary Clinic we are a full-service companion animal hospital with routine and urgent care services. It is our commitment to provide quality veterinary care throughout our patients' lives. Our services and facilities are...


  • Port Orange, United States Ravenwood Veterinary Clinic Full time

    Ravenwood Veterinary Clinic is seeking a highly skilled Client Services Coordinator to join our team.About the RoleThis is a full-time position offering a competitive salary range of $16.00 - $20.00 per hour, based on experience.You will be responsible for providing exceptional client service, answering phone calls, and managing client communications.Your...


  • Port Huron, Michigan, United States T-Mobile Full time

    Becoming a Mobile Associate at T-Mobile is an exciting opportunity to start your career in retail sales. You will work closely with customers to understand their needs and preferences, and provide them with tailored solutions that meet their expectations.Main Tasks:Help customers navigate the store and identify the products that best suit their...


  • Port Huron, Michigan, United States Sam's Club Full time

    Sam's Club is committed to providing our members with an exceptional shopping experience. As a Food Service Specialist on our team, you will be responsible for preparing fresh food products, maintaining inventory levels, and providing top-notch customer service.This role requires a high level of organization and attention to detail, as well as the ability to...

  • Sales Associate

    1 day ago


    Port Huron, Michigan, United States Sam's Club Full time

    We are seeking a highly motivated Sales Associate - Member Experience to join our team at Sam's Club. As a Sales Associate, you will be responsible for assisting members with their shopping needs, answering questions, and providing recommendations to help them find the products they need.The estimated salary for this position is $16.00 to $23.00 per...


  • Port Huron, Michigan, United States Sam's Club Full time

    Job DescriptionSam's Club is seeking a Member Services Supervisor to lead our member services team. In this role, you will be responsible for providing excellent customer service, resolving member complaints, and maintaining a positive shopping environment.Key Responsibilities* Respond to member inquiries and resolve issues in a timely manner* Provide...