Client Service Associate Springfield MO
Client Service Associate Springfield MO
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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.
Job Description
The firm is seeking a Client Service Associate to join our Private Client Division in our Springfield MO branch office. The primary responsibilities include servicing clients marketing scheduling prioritizing meetings 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. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
- Provide administrative support which includes but not limited to the creation maintenance and editing of documents spreadsheets files and presentations
- Calendar management and coordination of meetings including all logistics
- Database management
- Client interaction and service
- Perform special projects as assigned
Skills/Requirements
- Bachelors degree required
- 12 years financial services/fixed Income experience required
- Possess a high degree of proficiency with MS Office products including Word Excel Outlook and PowerPoint
- Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
- Willing to obtain FINRA Registrations: SIE Series 7/63 or 66 (Will be sponsored)
Required Experience:
IC
Employment Type
Full Time
