Investment Banking Associate
1 day ago
This is an exciting opportunity for a motivated individual to join our team at Oppenheimer & Co. Inc. as a Client Service Associate. We are looking for a candidate who is eager to learn and grow in this role, and who is passionate about delivering exceptional client service.
Key Responsibilities:
- Produce high-quality analytical reports using various software programs
- Prioritize daily work, track progress of projects and deadlines, and answer phones
- Assist participants with various needs and learn to adapt to service needs of various accounts
- Quickly develop knowledge of forms and account procedures to assist clients
- 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
- Database management of contacts and associates
- Oversee marketing efforts and special projects as assigned
- Local office interaction with other support members, Financial Advisors, and Management
Qualifications:
- 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
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