Client Service Associate Greensboro NC
Client Service Associate Greensboro NC
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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
Oppenheimer & Co. Inc.s Private Client Division is currently seeking a Client Service Associate for their Greensboro branch office.
The primary responsibilities are to support the Financial Advisor in sales marketing and daytoday operations of a growing wealth management practice. This involves servicing clients scheduling meetings managing databases and calendars preparing presentations and general organizational support.
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.
Responsibilities:
- Provide administrative support which includes but not limited to the creation maintenance and editing of documents spreadsheets files and presentations
- Become proficient in account documentation data entry to open/close/ modify accounts and handle the movement of securities and funds
- Prioritize daily work track progress of projects and deadlines answer phones take messages and schedule appointments
- Demonstrate initiative and desire to increase knowledge of rules regulations and concepts
- Database and calendar management for the Financial Advisor and the Teams calendar
- Comfortable with Client interaction and service
- Perform special projects as assigned
Skills/Requirements:
- Bachelors degree required
- Strong organizational and people skills
- 2 years working in financial services accounting firm law firm or related industry
- Possess a high degree of proficiency with MS Office products including Word Excel Outlook and PowerPoint and able to quickly learn internal computer programs.
- 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
