Investment Banking Associate

3 days ago


Florham Park, New Jersey, United States Oppenheimer & Co. Inc. Full time
Job Opportunity at Oppenheimer & Co. Inc.

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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