Client Experience Specialist (Financial Services)

Oppenheimer & Co Inc; Clayton (MO); On-site; USD 42,000 - 56,000; Full time

Job summary

Oppenheimer & Co. Inc. in St. Louis, MO seeks a Client Service Associate to join our Private Client Division. Responsibilities include servicing clients, scheduling meetings, marketing, and managing databases with a proactive approach to anticipate business needs.

The ideal candidate will handle confidential tasks, interact with clients and advisors, and support marketing efforts while maintaining high accuracy and organization under tight deadlines.

Qualifications

• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66).
• Bachelor’s preferred.
• 1-2 years financial services preferred.
• Proficient with MS Office (Word, Excel, PowerPoint, Outlook).
• Strong confidentiality and organizational skills.

Responsibilities

• Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors.
• Develop knowledge of forms and account procedures to assist clients.
• Utilize research and technical support tools.
• Produce quality analytical reports using various software programs.
• Promote Firm services by enhancing relationships with advisors through timely responses.

Skills

FINRA registrations

Team player

MS Office proficiency

Confidentiality

Fast learner

Organizational skills

Education

Bachelor's degree

Tools

MS Office

Job description

Oppenheimer & Co. Inc. in St. Louis, MO seeks a Client Service Associate to join our Private Client Division. Responsibilities include servicing clients, scheduling meetings, marketing, and managing databases with a proactive approach to anticipate business needs.

The ideal candidate will handle confidential tasks, interact with clients and advisors, and support marketing efforts while maintaining high accuracy and organization under tight deadlines.