Client Service Associate (Fort Worth, TX)

Oppenheimer Holdings; Fort Worth (TX); Sur place; USD 42 000 - 66 000; Plein temps

Résumé du poste

Oppenheimer & Co. Inc. in Fort Worth, TX is seeking a Client Service Associate to support private client accounts and scheduling, while maintaining confidentiality and professional client interactions.

The ideal candidate will have 1–2 years in financial services, strong MS Office proficiency, and a proactive mindset to anticipate business needs, with willingness to obtain FINRA registrations (SIE, Series 7, and 63/65 or 66).

Qualifications

• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66).
• Bachelor’s degree preferred.
• 1-2 years financial services preferred.
• Proficiency with MS Office (Word, Excel, PowerPoint, Outlook) and ability to learn internal software.

Responsabilités

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

Connaissances

SIE

Series 7

63/65 (or 66)

Formation

Bachelor’s degree preferred

Outils

MS Office

Description du poste

Client Service Associate (Fort Worth, TX)

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 Fort Worth, TX. 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

• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
• Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
• Learn to utilize research and technical support tools
• Produce quality analytical reports using various software programs
• Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships
• Assist with marketing efforts and plan client events
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
• Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
• Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

• Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
• Bachelor’s preferred
• 1-2 years financial services preferred
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be able to maintain the highest level of confidentiality
• Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
• Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
• Demonstrate the ability to handle multiple tasks to completion with little or no supervision