Client Relations Specialist
2 weeks ago
About Oppenheimer & Co. Inc.:
Oppenheimer & Co. Inc. is a prominent middle-market investment banking firm and comprehensive broker-dealer. Established in 1881, the company is involved in a wide array of services within the financial sector, including retail securities brokerage, institutional trading, investment banking (both corporate and public finance), equity and fixed income research, market making, trust services, as well as investment advisory and asset management.
Position Summary
The firm is looking for a Client Service Associate to enhance our Branch office operations. The key responsibilities encompass client servicing, marketing initiatives, scheduling, prioritizing appointments, database management, and general organizational support, along with direct client interactions. The ideal candidate will demonstrate a proactive approach to anticipate business requirements and will take on additional responsibilities for project-related tasks. This position will manage sensitive and confidential information and prepare materials for discussions and meetings with executive personnel.
Key Responsibilities
- Deliver administrative assistance, including but not limited to the creation, maintenance, and editing of documents, spreadsheets, files, and presentations.
- Manage calendars and coordinate meetings, ensuring all logistical aspects are handled.
- Oversee database management.
- Engage with clients and provide exceptional service.
- Support other teams and functions within the branch as needed.
- Execute ad hoc tasks and contribute to special projects as required.
Qualifications
- A Bachelor's degree is preferred.
- 1-2 years of experience in financial services or fixed income is advantageous.
- High proficiency in MS Office applications, including Word, Excel, Outlook, and PowerPoint.
- Ability to communicate effectively and professionally with all levels of staff and clients.
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