Client Service Associate (Kalamazoo, MI)

Oppenheimer & Co. Inc.; Kalamazoo (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading investment bank in Kalamazoo, MI seeks a Client Service Associate to join its Private Client Division. The ideal candidate will provide comprehensive administrative support, manage client interactions, and coordinate meetings. Preferred qualifications include experience in financial services, proficiency in MS Office applications, and the ability to communicate professionally with diverse teams. The role also entails handling confidential tasks and special projects.

Qualifications

• 1-2 years of financial services/fixed income experience preferred.
• High proficiency in MS Office products such as Word, Excel, Outlook, and PowerPoint.
• Willingness to pursue FINRA Registrations: SIE, Series 7 & 66.

Responsibilities

• Provide administrative support including document and presentation creation.
• Manage calendar and coordinate meetings and logistics.
• Handle database management and client interactions.
• Complete special projects as assigned.

Skills

Financial services experience

Proficiency in MS Office

Communication skills

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.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Kalamazoo, MI. 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 would be highly beneficial
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
• FINRA Registrations: SIE, Series 7 & 66 (Willing to sponsor)
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner