Client Service Representative

2 weeks ago


Jenkintown, Pennsylvania, United States Oppenheimer & Co. Full time

**About Us**

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed income research, market making, trust services, and investment advisory and asset management services.

**Job Summary**

We are seeking a highly skilled Client Service Associate to join our Private Client Division in a dynamic role that requires exceptional administrative support, marketing, scheduling, prioritizing meetings, managing databases, and general organizational support. The ideal candidate will have a proactive mindset to anticipate business needs and assume ad-hoc responsibility for project-oriented tasks.

**Key Responsibilities**

  • Provide administrative support, including the creation, maintenance, and editing of documents, spreadsheets, files, and presentations.
  • Manage calendars and coordinate meetings, including all logistics.
  • Manage databases and client interactions.
  • Perform special projects as assigned.

**Requirements**

  • Bachelor's degree preferred.
  • 1-2 years of experience in financial services or fixed income would be highly beneficial.
  • High degree of proficiency with MS Office products, including Word, Excel, Outlook, and PowerPoint.
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner.
  • FINRA Licenses: Series 7 or SIE preferred but not required.


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