Part Time Client Support Specialist

6 days ago


Greensboro, North Carolina, United States Oppenheimer & Co. Inc. Full time
Job Overview

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a Part Time Client Service Associate to join our Branch office team in a dynamic and fast-paced environment.

Key Responsibilities
  • Provide administrative support, including answering phone lines, creating, maintaining, and editing documents, spreadsheets, files, and presentations.
  • Manage calendars and coordinate meetings, including all logistics.
  • Manage databases and maintain accurate records.
  • Interact with clients and provide exceptional service.
  • Assist with marketing efforts and plan client events.
  • Support Branch support members, financial professionals, and management.
  • Perform special projects as assigned.
Requirements
  • Bachelor's degree preferred but not required.
  • 1-2 years' experience working in financial services or a corporate environment.
  • High degree of proficiency with MS Office products, including Word, Excel, Outlook, and PowerPoint.
  • Ability to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner.
  • Maintain the highest level of confidentiality.
  • Basic knowledge and understanding of social media platforms.


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