Client Service Representative

1 day ago


Florham Park, New Jersey, United States Oppenheimer & Co. Full time
Job Summary

This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role.

Key Responsibilities:
  • Produce high-quality analytical reports using various software programs.
  • Prioritize daily work, track progress of projects and deadlines.
  • Assist participants with various needs.
  • Learn and adapt to service needs of various accounts in order to answer day-to-day questions.
  • Quickly develop knowledge of forms and account procedures in order to assist clients.
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts.
  • Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations.
  • Database management of contacts and associates.
  • Oversee marketing efforts.
  • Special projects as assigned.
  • Local office interaction with other support members, Financial Advisors and Management.
Qualifications:
  • Some experience working in Finance/Broker-Dealer/Investment background is preferred.
  • Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered.
  • Must be a team player with a proactive, positive, problem-solving disposition.
  • Possess a high degree of proficiency with MS office products including Word, Excel and Outlook.
  • Must be able to maintain the highest level of confidentiality.
  • Excellent communication skills: verbal, written and interpersonal.
  • Demonstrate strong accuracy and thoroughness in all facets of daily work.
  • Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner.
  • Able to meet designated deadlines and work effectively in a pressurized environment.


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