Client Service Associate

2 days ago


Tampa, Florida, United States Oppenheimer & Co. Full time
Career Opportunities with Oppenheimer & Co. Inc.

A leading middle-market investment bank and full-service broker-dealer, Oppenheimer & Co. Inc. offers a dynamic work environment with a range of career opportunities.

About the Role

We are seeking a highly skilled Client Service Associate to join our Private Client Division in Tampa. As a key member of our team, you will be responsible for providing exceptional client service, marketing, scheduling, and database management.

Key Responsibilities
  • Provide administrative support, including document creation, maintenance, and editing.
  • Manage calendars and coordinate meetings, including logistics.
  • Manage databases and client interactions.
  • Perform special projects as assigned.
Requirements
  • 1-2 years of experience in financial services or fixed income.
  • High proficiency in MS Office products, including Word, Excel, Outlook, and PowerPoint.
  • Excellent communication and interpersonal skills.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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