Client Liaison Associate

1 week ago


Southbury, Connecticut, United States Oppenheimer & Co. Inc. Full time
Join Our Team

Oppenheimer & Co. Inc. is a leading investment bank and full-service broker-dealer, offering a range of financial services to clients.

Estimated Salary: $70,000 - $90,000 per year

We are seeking a highly motivated and organized 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:

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

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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