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Client Service Associate

2 months ago

Washington, United States Oppenheimer & Co. Full time
Job Title: Client Service Associate

Oppenheimer & Co. Inc. is seeking a highly skilled Client Service Associate to join our Branch office team in Washington D.C.

Job Summary:

The Client Service Associate will be responsible for providing exceptional client service, marketing, scheduling, prioritizing meetings, managing database, general organizational support, and client interaction. The ideal candidate will have a proactive mindset to anticipate business needs and assume ad hoc responsibility for project-oriented tasks.

Key Responsibilities:
  • Produce high-quality analytical reports using various software programs
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages, and schedule appointments
  • Assist participants with various needs
  • Learn and adapt to service needs of various accounts to answer day-to-day questions
  • Quickly develop knowledge of forms and account procedures 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
Compensation:

The current base salary offered for this role is $50,000.00 to $65,000.00 per year. Certain positions are eligible for additional forms of compensation such as discretionary bonus. The successful candidate may also be eligible to participate in the relevant business unit's incentive compensation plan, which may include additional monthly incentive compensation and/or annual discretionary bonus.

Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience, and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part-time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.