Investment Banking Associate
3 days ago
Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. We are seeking a talented individual to join our team as a Client Service Associate.
This is an excellent opportunity for someone looking to start their career in the investment world and wants to grow with a dynamic organization. As a Client Service Associate, you will play a key role in supporting our team in sales, marketing, and day-to-day operations of our growing branch.
Key Responsibilities:
- Produce high-quality analytical reports using various software programs
- Prioritize daily work, track progress of projects and deadlines, answer phones, take messages, and schedule appointments
- Assist clients with various needs and learn to adapt to their service requirements
- Develop knowledge of forms and account procedures to assist clients effectively
- Demonstrate initiative and desire to increase knowledge of rules, regulations, and concepts
- Enhance relationships with advisors through timely and accurate responses to questions and act with integrity and respect in all situations
- Manage database contacts and associates
- Oversee marketing efforts
- Special projects as assigned
- Local office interaction with other support members, Financial Advisors, and Management
Qualifications:
- Some experience working in Finance/Broker-Dealer/Investment background is preferred
- Bachelor's Degree preferably in Business, Economics, Finance, Accounting, or willingness to become licensed will be considered
- Must be a team player with a proactive, positive, problem-solving disposition
- Possess a high degree of proficiency with MS office products including Word, Excel, and Outlook
- Must be able to maintain the highest level of confidentiality
- Excellent communication skills: verbal, written, and interpersonal
- Demonstrate strong accuracy and thoroughness in all facets of daily work
- Able to interface and articulate well with employees, vendors, and clients in a highly professional, timely, and friendly manner
- Able to meet designated deadlines and work effectively in a pressurized environment
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