Private Client Support Specialist

6 days ago


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

The Client Service Associate will be responsible for providing administrative support, calendar management, database management, client interaction, and performing special projects as assigned.

Responsibilities and Qualifications
  • Administer day-to-day activities, including document creation, spreadsheet maintenance, and file organization.
  • Coordinating meeting logistics, including scheduling, travel arrangements, and event planning.
  • Maintain accurate and up-to-date client information, utilizing database software.
  • Build and maintain positive working relationships with internal stakeholders, ensuring seamless communication and collaboration.
  • Collaborate with senior staff members to develop and implement process improvements, leveraging technology and innovation to drive efficiency and productivity.
Benefits and Compensation

We offer a salary range of $75,000 - $90,000 per year, based on experience and qualifications, along with comprehensive benefits, including health insurance, retirement savings plan, and paid time off.



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