Client Service Associate (Bethlehem, PA)

Oppenheimer & Co. Inc.; Bethlehem (Northampton County); On-site; USD 52,000 - 70,000; Full time

Job summary

Oppenheimer & Co. Inc. in Bethlehem, PA seeks a Client Service Associate to support the Private Client Division. You will service clients, handle scheduling, maintain databases and prepare materials for meetings, while coordinating logistics and ensuring confidentiality.

The ideal candidate has a proactive mindset, strong MS Office skills, and the ability to engage with executives and clients professionally. Will sponsor FINRA licenses where needed.

Qualifications

• Bachelor’s degree required.
• 1-2 years financial services/fixed Income experience required.
• 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.
• FINRA Registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (Will be sponsored).

Responsibilities

• Provide administrative support, including 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

Client interaction

Professional communication

Administrative support

MS Office

Education

Bachelor’s degree

Tools

MS Office

Job description

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 Bethlehem, PA 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, including 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

• Bachelor’s 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
• FINRA Registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (Will be sponsored)