Receptionist/Client Service Associate
3 weeks ago
Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a dynamic and personable Receptionist/Client Service Associate to join our office in a key role.
Key Responsibilities:- Welcome and greet visitors and employees, determine the nature and purpose of their visit, and direct or chaperone them to specific destinations.
- Main point of contact for visitors, providing services such as coat/luggage storage, direction to restrooms, and beverage services.
- Manage the calendar for all conference rooms in the conference center space.
- Answer telephone calls, direct or screen them, and provide information, take messages, or schedule appointments.
- Add visitors to the building security website portal.
- Arrange catering with approved vendors and maintain cleanliness in the conference room.
- Maintain a professional environment in the reception area.
- Request technology support for the conference center.
- Oversee the use of conference center space and escalate any issues.
- Perform administrative duties such as scanning, photocopying, faxing, filing, collating, and creating mailing labels.
- Provide general administrative support, including creating, maintaining, and editing documents, spreadsheets, files, and presentations.
- Assist with CSA-related ad-hoc projects as requested.
- Bachelor's degree required.
- Excellent written, visual, and verbal communication skills.
- Strong interpersonal skills with a focus on teamwork.
- Super attention to detail, organization, and ability to adapt quickly to change.
- Series 7 and 63/65 (or 66) or strong desire to attain.
- 1-2 years of experience in financial services.
- Professional presentation skills.
- Possess a high degree of proficiency with technology, including MS Office products (Word, Excel, PowerPoint, and Outlook) and Zoom/WebEx.
- Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role.
- Interface and articulate well with all levels of employees and clients in a highly professional and cheerful manner.
- Ability to handle all situations with diplomacy.
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