Current jobs related to Client Service Associate - Washington - Oppenheimer & Co.
-
Client Services Associate
3 weeks ago
Washington, Washington, D.C., United States DSPolitical Full timeJob Title: Client Services AssociateWe're seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will play a critical role in ensuring the success of our clients' digital campaigns.Key Responsibilities:Manage campaign inventory and provide guidance to clients...
-
Client Services Associate
3 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeJob Title: Client Services AssociateLHH Recruitment Solutions is seeking a highly organized and motivated individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics.Key Responsibilities:Provide general administrative support to...
-
Client Services Associate
3 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeClient Services Associate Job Summary: LHH Recruitment Solutions is seeking a highly organized and motivated individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. Key Responsibilities: * Provide general administrative...
-
Client Services Associate
3 weeks ago
Washington, United States LHH Full timeJob Title: Client Services Associate Job Description: LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a...
-
Client Services Associate
3 weeks ago
Washington, Washington, D.C., United States DSPolitical Full timeJob Title: Client Services AssociateWe're seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will play a critical role in assisting with campaign trafficking, report preparation, and client communication.Key Responsibilities:Manage campaign inventory and...
-
Client Services Associate
3 weeks ago
Washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
-
Client Services Associate
3 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeJob Title: Client Services AssociateAt LHH Recruitment Solutions, we are seeking a highly organized and motivated individual to fill the role of Client Services Associate. This position is ideal for someone with excellent communication skills, a strong client service orientation, and a high standard of ethics.Key Responsibilities:Provide administrative...
-
Client Services Associate
2 weeks ago
washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
-
Client Services Associate
3 weeks ago
Washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
-
Client Service Associate
1 month ago
Washington, United States Oppenheimer & Co. Full timeJob Title: Client Service AssociateOppenheimer & Co. Inc. is seeking a highly skilled Client Service Associate to join our Branch office team in Washington D.C. This role will be responsible for providing exceptional client service, marketing, scheduling, prioritizing meetings, managing database, general organizational support, and client interaction.Key...
-
Client Services Associate
3 weeks ago
Washington, Washington, D.C., United States Talently Recruiting Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial planning department, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Key Responsibilities:Coordinate with clients, advisors, and custodians to set up new...
-
Client Service Associate
2 months ago
Washington, United States Raymond James Financial Incorporated Full timeJob SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to provide high-quality administrative support to Financial Advisors and their clients.Key ResponsibilitiesProvide exceptional client service through various communication channels, including phone,...
-
Client Service Associate
2 weeks ago
Washington, United States Raymond James Full timeJob SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to provide high-quality administrative support to Financial Advisors and their clients. This role involves managing multiple tasks, prioritizing deadlines, and maintaining accurate records in a...
-
Client Service Associate
2 weeks ago
Washington, United States Citigroup Inc Full timeThe Client Service Associate is a key role within Citigroup Inc. that requires a deep understanding of wealth management and financial services. This position involves delivering high-quality services to clients, working closely with Banker teams to assess risk and make informed business decisions. Strong analytical and communication skills are essential for...
-
Client Services Associates
3 weeks ago
Washington, United States LHH Recruitment Solutions Full timeJob DescriptionJob DescriptionJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful...
-
Client Service Associate
2 months ago
Washington, United States Raymond James Financial Incorporated Full timePosition Overview With over six decades of distinguished service in the Financial Services sector, Raymond James is in search of a proactive Registered Client Service Associate. This role is designed for an individual who is detail-oriented and adept at solving problems creatively, contributing to our expanding team. This pivotal position is responsible for...
-
Client Service Associate
2 months ago
Washington, United States Raymond James Financial Incorporated Full timePosition Overview With over six decades of esteemed service in the Financial Services sector, Raymond James is in search of a proactive Registered Client Service Associate. This role is ideal for a detail-oriented individual who excels in problem-solving and is eager to contribute to our expanding team. This pivotal position is responsible for delivering...
-
Client Services Associate
3 weeks ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeJob DescriptionLHH Recruitment Solutions is seeking a highly organized and motivated individual to fill the role of Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics.The successful candidate will thrive in a fast-paced environment, work effectively...
-
Client Services Associate
2 weeks ago
Washington, United States DSPolitical Full timeJob SummaryWe are seeking a highly skilled Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will be responsible for assisting with campaign trafficking, report preparation, and client communication.Key ResponsibilitiesManage campaign inventory and provide guidance to clients as needed.Utilize...
-
Senior Client Service Associate
3 weeks ago
Washington, United States Transcend Practice Management Full timeSenior Client Service AssociateWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Transcend Practice Management. As a key member of our client service team, you will be responsible for delivering exceptional client experiences and ensuring the highest level of satisfaction for our clients.Key...
Client Service Associate
2 months ago
About the Role:
The Oppenheimer & Co. Inc. is seeking a highly skilled and detail-oriented Client Service Associate to join our Branch office team in Washington D.C. This role will be responsible for providing exceptional client service, marketing, scheduling, prioritizing meetings, managing database, general organizational support, and client interaction.
Key Responsibilities:
- Produce high-quality analytical reports using various software programs.
- Prioritize daily work, track progress of projects and deadlines, and respond to client inquiries.
- Assist clients with various needs, including answering day-to-day questions and providing timely and accurate responses.
- Learn and adapt to the service needs of various accounts to provide exceptional client service.
- Develop knowledge of forms and account procedures to assist clients effectively.
- 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.
- Manage database contacts and associates.
- Oversee marketing efforts.
- Special projects as assigned.
Requirements:
- 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.
Compensation and Benefits:
The current base salary offered for this role is $50,000.00 to $65,000.00 per year. Certain positions are eligible for additional forms of compensation, such as discretionary bonus. The successful candidate may also be eligible to participate in the relevant business unit's incentive compensation plan, which may include additional monthly incentive compensation and/or annual discretionary bonus.
Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees, which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
