Client Service Associate (Bethlehem, PA)

Oppenheimer & Co Inc; Bethlehem (Northampton County); On-site; USD 42,000 - 62,000; Full time

Job summary

Oppenheimer & Co. Inc. in Bethlehem, PA, is seeking a Client Service Associate to join our Private Client Division.

The role focuses on servicing clients, scheduling, database management, and preparation of client materials, with a proactive approach to anticipate business needs. Ideal candidates have 1–2 years in financial services or fixed income, are proficient with MS Office, and can interact professionally with colleagues and clients.

Qualifications

• 1–2 years in financial services or fixed income preferred.
• Proficient with MS Office; ability to create/edit documents, spreadsheets, presentations.
• Able to interface effectively with colleagues and clients in a professional, friendly manner.
• FINRA registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (sponsorship available)

Responsibilities

• Provide administrative support: create/edit documents, spreadsheets, files, and presentations
• Calendar management and scheduling of meetings, including logistics
• Database management
• Client interaction and service
• Perform special projects as assigned

Skills

Communication skills

Client service mindset

Professional demeanor

Tools

MS Office (Word/Excel/PowerPoint)

Outlook

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, 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

• 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)