Private Client Support Specialist
1 week ago
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.
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