Client Service Associate

10 hours ago


Denver, Colorado, United States Oppenheimer & Co. Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Client Service Associate in our Private Client Group. As a key member of our team, you will be responsible for providing exceptional client service and support to our financial advisors and clients.

Key Responsibilities
  • Client Support: Provide timely and accurate responses to client inquiries, and assist with various client needs.
  • Database Management: Maintain accurate and up-to-date records of client interactions and account information.
  • Marketing and Communications: Assist with marketing efforts and develop materials to promote our services to clients.
  • Special Projects: Participate in special projects as assigned by management, and contribute to the development of new initiatives.
  • Team Collaboration: Work closely with financial advisors, management, and other support members to achieve team goals and objectives.
Qualifications
  • Education: Bachelor's degree in Business, Economics, Finance, or Accounting, or willingness to become licensed.
  • Experience: Some experience working in finance or a related field is preferred.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and proficiency in MS Office products.
  • Personal Qualities: Proactive, positive, and team-oriented individual with a high degree of confidentiality and integrity.
Compensation and Benefits

We offer a comprehensive benefits package, including health, dental, and vision insurance, 401(k) plan, and paid time off. Our compensation range is $45,000 to $55,000 per year, depending on experience and qualifications.



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