Client Services Associate — Private Client Division

Oppenheimer & Co Inc; Portage (MI); Vor Ort; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client service

Communication

Confidentiality

Time management

Ausbildung

Bachelor’s degree

Tools

MS Office

Internal software

Jobbeschreibung

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.