Medical Sales Representative

3 weeks ago


Boston, Massachusetts, United States Oppenheimer & Co. Full time

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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