Client Service Associate Port Hurron MI
Client Service Associate Port Hurron MI
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Salary Not Disclosed
1 Vacancy
Job Description
Who We Are:
Oppenheimer & Co. Inc. (Oppenheimer) is a leading middlemarket investment bank and full service brokerdealer. 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.
Oppenheimer & Co. Inc. is currently seeking a Client Service Associate to join our Branch office team in Port Huron Michigan.
Job Description:
Primary responsibilities include servicing clients assist in operations managing database general organizational support as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs and will assume ad hoc responsibility for projectoriented tasks.
Responsibilities:
- Provide administrative support which includes but not limited to creation maintenance and editing of documents spreadsheets files and presentations.
- Assist in maintaining the daytoday operations to ensure operational excellence
- Client Interaction and service
- Support client onboarding process
- Maintain and process documents
- Assist with audit preparations
- Communicate effectively and efficiently with home office personnel
- Interact on routine/sensitive matters
- Interact and support branch staff Branch Control Officers and all levels of management
- Ensure that all documents are sent to home office in a timely manner
- Cross training within other positions in the Operations area
- Willing and able to take on additional tasks
Qualifications:
- Bachelors degree preferred
- 12 years financial services/fixed income experience preferred
- Willing to obtain FINRA Registrations: SIE Series 7/63 or 66 (Will be sponsored)
- Possess a high degree of proficiency with Microsoft Office products including Word Excel Outlook PowerPoint and Teams
- Ability to navigate computer systems applications and utilize search tools to find information
- Strong attention to detail and accuracy
- Excellent verbal written and interpersonal communication skills
- Effective organizational multitasking and prioritizing skills
- Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Required Experience:
IC
Employment Type
Full Time
