Client Service Support Specialist

7 days ago


Jenkintown, Pennsylvania, United States Oppenheimer & Co. Inc. Full time
Job Overview

We are seeking a highly skilled Client Service Support Specialist to join our team in Jenkintown, PA.

This role will provide administrative support, client interaction, and database management for our Private Client Division.

Key Responsibilities
  • Administrative Support: Provide assistance with document creation, maintenance, and editing.
  • Calendar Management: Manage calendars and coordinate meetings, including logistics.
  • Database Maintenance: Maintain databases and interact with clients.
  • Special Projects: Perform special projects as assigned.
Requirements
  • A Bachelor's degree is preferred.
  • 1-2 years of experience in financial services or fixed income is required.
  • High proficiency in MS Office products (Word, Excel, Outlook, PowerPoint) is necessary.
  • Strong communication skills for interacting with employees and clients are essential.
  • FINRA Licenses: Series 7 or SIE are preferred but not required.
About the Opportunity

This is an excellent opportunity for individuals who enjoy working in a fast-paced environment and have a passion for delivering exceptional client service.

The successful candidate will have the ability to work independently and as part of a team, with a strong attention to detail and excellent organizational skills.

The salary range for this position is $55,000 - $75,000 per year, depending on experience.



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