Private Client Support Specialist

2 weeks ago


Southbury, Connecticut, United States Oppenheimer & Co. Inc. Full time
About Oppenheimer & Co. Inc.

A leading middle-market investment bank and full-service broker-dealer, Oppenheimer & Co. Inc. offers a range of financial services to clients.

Estimated Salary: $65,000 - $85,000 per year

We are seeking a skilled and detail-oriented Client Service Associate to join our Private Client Division in Southbury, CT. This role will provide administrative support, calendar management, database management, and client interaction.

Key Responsibilities:

  1. Administrative Support: Create, maintain, and edit documents, spreadsheets, files, and presentations.
  2. Calendar Management: Coordinate meetings and manage calendars.
  3. Database Management: Ensure accurate and up-to-date information in databases.
  4. Client Interaction: Provide excellent customer service and support to clients.
  5. Special Projects: Complete special projects as assigned by management.

Essential Requirements:

  • Bachelor's Degree: Required for this position.
  • Financial Services Experience: Beneficial for candidates with 1-2 years of experience in financial services or fixed income.
  • Technical Skills: Proficient in MS Office products, including Word, Excel, Outlook, and PowerPoint.
  • Interpersonal Skills: Excellent communication and interpersonal skills.


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