Client Service Associate

7 days ago


Boca Raton, Florida, United States Oppenheimer & Co. Full time
About the Role

The Oppenheimer & Co. team is seeking a highly skilled and detail-oriented Registered Client Service Associate to join our Branch office in Florida. As a key member of our team, you will be responsible for providing exceptional client service, marketing, scheduling, and administrative support to our clients and internal teams.

Key Responsibilities
  • Client Service: Provide administrative support to clients, including the creation, maintenance, and editing of documents, spreadsheets, files, and presentations.
  • Calendar Management: Coordinate meetings, including all logistics, and manage calendars to ensure seamless communication and collaboration.
  • Database Management: Maintain accurate and up-to-date client information and database records.
  • Client Interaction: Develop and maintain strong relationships with clients, providing exceptional service and support.
  • Administrative Support: Provide backup support to other teams and within the branch, as needed.
  • Special Projects: Assist with ad-hoc duties and work on special projects as necessary to support the team's goals and objectives.
Requirements
  • Series 7 and 63/65 (or 66) Licenses: Required within the first six months of hire.
  • Bachelor's Degree: Preferred.
  • Financial Services Experience: 1-2 years of experience in financial services or fixed income would be highly beneficial.
  • Technical Skills: Proficient in MS Office products, including Word, Excel, Outlook, and PowerPoint.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to articulate well with all levels of employees and clients.
  • Language Skills: Fluent in English and Spanish preferred.


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