Client Service Associate (Bethlehem, PA)

Oppenheimer & Co Inc; Delta Manor (PA); On-site; USD 50,000 - 75,000; Full time

Job summary

Oppenheimer & Co Inc. is seeking a Client Service Associate for its Private Client Division in Bethlehem, PA.

The role focuses on servicing clients, coordinating meetings, managing databases, and providing organizational support while handling confidential information for executive discussions. The ideal candidate has 1–2 years in financial services, strong MS Office skills, and the ability to interact professionally with clients and colleagues at all levels.

Qualifications

• 1-2 years financial services/fixed income experience required
• Proficiency with MS Office (Word, Excel, Outlook, PowerPoint)
• Able to interface with all levels of employees and clients professionally
• FINRA registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (sponsorship)

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

MS Office proficiency

Client interaction

Calendar management

Financial services experience

Communication skills

Tools

MS Office

Job description

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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)