Client Service Associate

4 weeks ago

Miami, United States Oppenheimer & Co. Full time

This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.

Key Responsibilities:

  • Produce quality analytical reports using various software programs
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Assist participants with various needs
  • Learn and adapt to service needs of various accounts in order to answer day-to-day questions
  • Quickly develop knowledge of forms and account procedures in order to assist clients
  • 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
  • Database management of 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
Requirements:
  • Fluent in English and Spanish preferred
  • Series 7 & Series 66 preferred

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