Client Service Associate (Fort Worth, TX)

Oppenheimer & Co. Inc.; Fort Worth (TX); On-site; USD 52,000 - 66,000; Full time

Job summary

Oppenheimer & Co. Inc. in Fort Worth, TX seeks a Client Service Associate to support our Private Client Division. You will service clients, schedule meetings, manage databases, and assist advisors while handling confidential information with integrity.

The role requires learning account procedures, producing analytical reports, and supporting marketing efforts. 1–2 years in financial services is preferred; bachelor’s degree is desired.

Qualifications

• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66).
• Bachelor’s degree preferred.
• 1–2 years of financial services preferred.
• Proficiency with MS Office products (Word, Excel, PowerPoint, Outlook).
• Able to maintain confidentiality and handle sensitive information.

Responsibilities

• Service clients and assist advisors; manage scheduling and meetings.
• Develop knowledge of account procedures and internal forms.
• Produce quality analytical reports using software tools.
• Support marketing efforts and coordinate client events.
• Prioritize daily work, track deadlines, answer phones, and take messages.

Skills

FINRA registrations willingness

Strong communication

Team player

Confidentiality

Organizational skills

Time management

Adaptability

Education

Bachelor’s preferred

Tools

MS Office

Job description

Who We Are

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.

Who We Are

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