Medical Sales Representative
3 weeks ago
Job Summary
Oppenheimer & Co. is seeking a highly skilled Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.
The ideal candidate will be able to operate independently as well as a member of a small team that oversees $300 million in client assets.
Key Responsibilities
- Support Financial Advisors in sales, marketing, and day-to-day operations
- Learn and adapt to service the needs of various accounts
- Develop knowledge of a variety of forms and account procedures
- Produce quality analytical reports using various software programs
- Prioritize daily work, track progress of projects and deadlines
- Interact with clients and compile and complete financial plans
Requirements
- High degree of proficiency with technology, including MS Office products
- Ability to quickly learn internal software programs
- Team player with an energetic, positive disposition
- Ability to handle multiple tasks to completion with little or no supervision
About Oppenheimer & Co.
Oppenheimer & Co. is a leading middle-market investment bank and full-service broker-dealer with roots tracing back to 1881.
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