Client Service Representative
1 day ago
Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making, trust services, and investment advisory and asset management services.
Job DescriptionWe are seeking a highly skilled Client Service Associate to join our Private Client Division in Boston, MA. The ideal candidate will provide exceptional administrative support, calendar management, database management, and client interaction and service. The successful candidate will also perform special projects as assigned and handle details of a highly confidential and critical nature.
Key Responsibilities:- Provide administrative support, including document creation, maintenance, and editing, as well as calendar management and coordination of meetings.
- Manage databases and perform special projects as assigned.
- Interact with clients and provide exceptional service.
- Bachelor's degree preferred.
- 1-2 years of experience in financial services or fixed income is highly beneficial.
- Proficiency in MS Office products, including Word, Excel, Outlook, and PowerPoint.
- Ability to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner.
- FINRA Licenses: Series 7 or SIE preferred but not required.
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