Client Service Associate (Asheville, NC)
Client Service Associate (Asheville, NC)
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$ 40000 - 60000
1 Vacancy
Job Description
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 & Co. Inc. s Private Client Division is currently seeking a Client Service Associate for their Asheville NC branch office. The CSAs primary responsibility is to support a Financial Professional in day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small three-person team. This role will assist in performing a variety of daily tasks so that the team grows their business runs smoothly and meets service excellence standards.
Responsibilities:
- Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
- Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
- Learn to utilize research and technical support tools
- Produce quality analytical reports using various software programs
- Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
- Act with integrity and respect in all situations
- Cultivate and grow existing client relationships
- Assist with marketing efforts and plan client events
- 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
- Local office interaction with other support members Financial Advisors and Management
- Possess a high degree of proficiency with MS Office products including Word Excel and Outlook
- Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Skills/Requirements
- Client interaction and service
- Perform special projects as assigned
- 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
- Possess a high degree of proficiency with technology including MS Office products (Word Excel PowerPoint and Outlook) and can quickly learn internal software programs
- Must be a team player with an energetic positive disposition seeking growth and opportunity to expand the role
- Must be able to maintain the highest level of confidentiality
- Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
- Able to interface and articulate well with all levels of employees management and clients in a highly professional timely and friendly manner
- Able to meet designated deadlines and work effectively in a pressurized environment
Compensation:
This salary range is specific to Asheville NC 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 $40000.00 - $60000.00 at the time of this posting.
Required Experience:
IC
Employment Type
Full Time
