Client Service Associate (Tampa, FL)

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

Job summary

A leading investment bank is seeking a Client Service Associate for its Tampa, FL branch. In this role, you will provide administrative support, manage client interactions, and perform special projects. Candidates should possess a Bachelor’s degree, have 1-2 years of relevant experience in financial services, and be proficient in MS Office. This position requires a proactive mindset and the ability to handle confidential matters efficiently.

Qualifications

• Bachelor’s degree required.
• 1-2 years financial services/fixed income experience required.
• Proficient with MS Office products including Word, Excel, Outlook, and PowerPoint.

Responsibilities

• Provide administrative support including document and presentation creation.
• Manage calendar and logistics for meetings.
• Maintain and manage the database.
• Interact with clients and provide service.
• Complete special projects as assigned.

Skills

MS Office proficiency

Client interaction

Calendar management

Database management

Education

Bachelor’s degree

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 our Tampa, FL branch office. 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

• Bachelor’s degree required
• 1-2 years financial services/fixed income experience required
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
• 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)