Client Service Associate (Portage, MI)

Oppenheimer & Co Inc; Portage (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

Oppenheimer & Co. Inc. in Portage, MI seeks a Client Service Associate to support Private Client operations. You will service clients, coordinate scheduling, manage databases, and interact with advisors, contributing to efficient office workflows.

The ideal candidate has 1–2 years in financial services, proficiency with MS Office, and a proactive, confidential approach to handling information in a fast-paced environment.

Qualifications

• 1–2 years financial services experience would be highly beneficial.
• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66).
• Bachelor’s preferred.
• Proficiency with technology including MS Office and ability to learn internal software programs.

Responsibilities

• Serve clients and advisors; answer day-to-day questions.
• Schedule meetings and manage calendars.
• Maintain client databases and prepare reports.
• Support marketing efforts and client events.

Skills

Client service

Communication

Confidentiality

Time management

Education

Bachelor’s degree

Tools

MS Office

Internal software

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 Portage, 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

• 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/fixed Income experience would be highly beneficial
• 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