Client Service Associate

14 hours ago


Port Huron, Michigan, United States Oppenheimer & Co. Full time
Client Service Associate

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 highly skilled Client Service Associate to join our Branch office team in Port Huron, Michigan.

Job Summary

The ideal candidate will provide administrative support, maintain day-to-day operations, and interact with clients to ensure operational excellence. This role requires a proactive mindset, strong attention to detail, and excellent communication skills.

Key Responsibilities
  • Provide administrative support, including document creation, maintenance, and editing.
  • Assist in maintaining day-to-day operations to ensure operational excellence.
  • Interact with clients to provide exceptional service and support.
  • Support the client onboarding process.
  • Maintain and process documents.
  • Assist with audit preparations.
  • Communicate effectively with home office personnel.
  • Interact with branch staff, Branch Control Officers, and management.
  • Ensure timely submission of documents to the home office.
  • Cross-train within other positions in the Operations area.
Requirements
  • 2+ years of experience in administrative and/or financial services.
  • High proficiency in Microsoft Office products, including Word, Excel, Outlook, PowerPoint, and Teams.
  • Ability to navigate computer systems and applications.
  • Strong attention to detail and accuracy.
  • Excellent verbal, written, and interpersonal communication skills.
  • Effective organizational, multi-tasking, and prioritizing skills.


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