Client Services Specialist, Private Client Division

Oppenheimer & Co Inc; Beachwood (OH); Vor Ort; USD 45.000 - 60.000; Vollzeit

Zusammenfassung

Oppenheimer & Co. Inc is seeking a Client Service Associate to join our Private Client Division in Beachwood, OH.

This role focuses on servicing clients, supporting marketing efforts, scheduling meetings, managing client data, and providing confidential, professional support to advisers. The ideal candidate will be proactive, able to handle multiple tasks, and comfortable working in a fast-paced financial services environment while upholding the highest standards of integrity and client

Qualifikationen

• Bachelor’s degree preferred.
• 1-2 years financial services/fixed income experience beneficial.
• Proficiency with MS Office (Word, Excel, PowerPoint, Outlook) and ability to learn internal software.

Aufgaben

• Servicing clients and supporting advisors.
• Marketing support and scheduling client meetings.
• Managing client database and general organizational tasks.
• Prepare information for discussions/meetings of executive staff.

Kenntnisse

Customer service

Communication skills

Attention to detail

Team player

Problem solving

Ausbildung

Bachelor’s degree preferred

Tools

MS Office

Jobbeschreibung

Oppenheimer & Co. Inc is seeking a Client Service Associate to join our Private Client Division in Beachwood, OH.

This role focuses on servicing clients, supporting marketing efforts, scheduling meetings, managing client data, and providing confidential, professional support to advisers. The ideal candidate will be proactive, able to handle multiple tasks, and comfortable working in a fast-paced financial services environment while upholding the highest standards of integrity and client