Account Service Representative

5 days ago

New York, New York, United States Oppenheimer Holdings Full time

Who We Are:

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description:

Oppenheimer Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies.

The Account Services Group is responsible for servicing all programs offered by OAM. We are looking for a highly motivated self-starter who is interested in a career in Asset Management Administration. Candidate must possess the ability to multi-task and manage multiple domestic and international client relationships in addition to the following:

Candidate Requirements:

  • Proficiency in Microsoft Excel with knowledge of lookups and intermediate functions.
  • Highly effective communication skills, verbal and written, with ability to work in a team environment.
  • Above average organization, prioritization and problem solving skill set while performing numerous miscellaneous account administrative duties.
  • Ideal candidate has a strong understanding of investment products (stock, bonds, ETFs, fixed income, etc.) and overall securities brokerage operations.

Responsibilities:

  • Ensuring that prospective investors meet suitability requirements and standards to invest in a structured program while complying with anti-money laundering guidelines.
  • Processing investor advisory agreements, and translating the information in client data bases.
  • Interacting with financial advisors, sales assistants, custodians and third-party service providers.
  • Coordinating with third party managers reviewing account opening documents and client restrictions to ensure client funds are invested in a timely manner while adhering to the client signed agreement.
  • Sending regulatory and firm required client correspondence to clients where needed.
  • Producing / reviewing ad hoc reports for senior management.
  • Providing a high quality of service to financial advisers and their clients who are predominately high net worth and institutional investors.
  • Contributing to internal project initiatives and helping to coordinate the launch of new product offerings and communication with third party vendors and managers.
  • Facing off with the broker dealer for prompt resolution of client inquires, knowing when situations need to be escalated to senior management.

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $55, $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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