Client Service Associate (Greensboro, NC)

Oppenheimer & Co Inc; Greensboro (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services firm in Greensboro seeks a Client Service Associate to provide administrative support to the Financial Advisor. The candidate should have at least 2 years of experience in a financial services environment, strong organizational skills, and proficiency in MS Office. This role includes managing calendars, scheduling appointments, and client interaction. Training for FINRA registrations will be provided.

Qualifications

• 2+ years working in financial services, accounting firm, law firm or related industry.
• Comfortable with managing databases and calendars.
• Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66.

Responsibilities

• Provide administrative support to the Financial Advisor.
• Manage database and calendar for the team.
• Prioritize daily work and track project progress.

Skills

Strong organizational and people skills

MS Office proficiency

Client interaction skills

Job description

Job Description

Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Client Service Associate for their Greensboro branch office.

The primary responsibilities are to support the Financial Advisor in sales, marketing and day-to-day operations of a growing wealth management practice. This involves servicing clients, scheduling meetings, managing databases and calendars, preparing presentations and general organizational support. 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.

Responsibilities

• Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Become proficient in account documentation, data entry to open/close/ modify accounts, and handle the movement of securities and funds
• 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
• Database and calendar management for the Financial Advisor and the Team’s calendar
• Comfortable with Client interaction and service
• Perform special projects as assigned

Skills/Requirements

• Strong organizational and people skills
• 2+ years working in financial services, accounting firm, law firm or related industry
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint and able to quickly learn internal computer programs
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
• Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)