Part Time Client Support Specialist
6 days ago
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.
- 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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