Client Service Associate

4 weeks ago

New York, New York, United States Oppenheimer & Co. Full time
Job Description

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Client Division in New York.

Key Responsibilities:
  • Support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.
  • Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors.
  • Develop knowledge of various forms and account procedures to assist clients.
  • Utilize research and technical support tools to provide quality analytical reports.
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions.
  • Act with integrity and respect in all situations.
  • Cultivate and grow existing client relationships.
  • Assist with marketing efforts and plan client events.
  • Prioritize daily work, track progress of projects and deadlines, and answer inquiries.
  • Demonstrate initiative and desire to increase knowledge of rules, regulations, and concepts.
Requirements:
  • Series 7 and 63/65 (or 66) required within the first six months of hire.
  • 3+ years' experience working as a sales assistant/CSA in a corporate/brokerage environment.
  • Possess a high degree of proficiency with technology, including MS Office products (Word, Excel, PowerPoint, and Outlook), and internal software programs.
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role.
  • Must be able to maintain the highest level of confidentiality.
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills.
  • Able to interface and articulate well with all levels of employees, management, and clients in a highly professional, timely, and friendly manner.
  • Able to meet designated deadlines and work effectively in a pressurized environment.
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision.
Compensation:

A reasonable estimate of the current base salary range is $55,000.00 - $60,000.00 at the time of this posting. Certain positions are eligible for additional forms of compensation, such as discretionary bonus.

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