Client Service Associate (Tampa, FL)
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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
The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa FL 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 project-oriented 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
- 1-2 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
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
A leading global full-service brokerage and investment bank, focused on providing trusted advice and tailored, sophisticated solutions for individuals, families, corporations and institutions.
