Client Services Associate

TradeJobsWorkforce; Arlington (VA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

PTO

Job summary

Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Washington, D.C.

The role focuses on servicing clients, scheduling, marketing support, and coordinating meetings, with high confidentiality and initiative in supporting executive discussions. The successful candidate will develop knowledge of account procedures, assist with marketing and events, and interact professionally with advisors and clients while maintaining accuracy and timely responses.

Qualifications

• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66)
• Bachelor's preferred
• 1-2 years financial services/fixed income experience beneficial
• Proficiency with MS Office (Word, Excel, PowerPoint, Outlook) and ability to learn internal software
• Team player with energetic, positive disposition and growth mindset
• Must maintain high level of confidentiality
• Strong accuracy, thoroughness and organizational skills
• Ability to interact professionally with all levels of staff and clients under deadlines

Responsibilities

• Learn and adapt to service needs of various accounts to answer day-to-day questions from clients and advisors
• Develop knowledge of forms and account procedures to assist clients
• Use research and internal tools to produce analytical reports
• Promote firm services by strengthening relationships with advisors through timely responses
• Interact with local office members, advisors and management to support operations

Skills

FINRA Registrations

MS Office

Team player

Confidentiality

Organizational skills

Communication

Education

Bachelor's degree

Job description

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.

The firm is seeking a Client Service Associate to join our Private Client Division in Washington D.C. 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

Compensation: For job postings in Washington D.C, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to Washington D.C and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. The current base salary offered for this role is $50,000.00 to $60,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. The successful candidate may also be eligible to participate in the relevant business unit's incentive compensation plan, which may include additional monthly incentive compensation and/or annual discretionary bonus.

Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.