Private Client Support Specialist

1 week ago


New York, New York, United States Oppenheimer & Co. Full time
About the Position:
Oppenheimer & Co. Inc. is seeking a detail-oriented and organized Client Service Associate to join its Private Client Division in New York. This role requires exceptional administrative skills, with the ability to handle multiple priorities while maintaining confidentiality and discretion.

The successful candidate will be responsible for providing administrative support, managing databases, coordinating meetings, and performing special projects as assigned. A bachelor's degree is required, and 1-2 years of experience in financial services/fixed Income would be highly beneficial. Proficiency in MS Office products, including Word, Excel, Outlook, and PowerPoint, is essential.

Main Responsibilities:
  • Administrative support, including document creation, maintenance, and editing.
  • Calendar management and meeting coordination.
  • Database management.
  • Client interaction and service.
  • Special projects as assigned.
Salary Information: The current base salary for this position is $55,000.00 per year, with potential for additional compensation such as discretionary bonuses.

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