Client Success & Relations Associate (Private Client)

Oppenheimer & Co. Inc.; Wyandotte (MI); On-site; USD 40,000 - 60,000; Full time

Job summary

Oppenheimer & Co. Inc. is seeking a Client Service Associate to join the Private Client Division in Wyandotte, MI. This role involves servicing clients and managing various accounts while providing organizational support within a fast-paced environment.

The ideal candidate will possess strong organizational skills, a proactive approach, and the ability to maintain confidentiality. Responsibilities include answering client questions, preparing reports, and assisting with marketing efforts.

Qualifications

• Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66).
• 1-2 years financial services/fixed Income experience would be beneficial.
• Able to meet designated deadlines and work effectively under pressure.

Responsibilities

• Servicing clients and managing database.
• Promoting Firm services through timely responses.
• Cultivating existing client relationships.

Skills

Proficiency with MS Office products

Strong organizational skills

Team player with positive disposition

Ability to maintain confidentiality

Education

Bachelor's degree

Tools

Internal software programs

Job description

Oppenheimer & Co. Inc. is seeking a Client Service Associate to join the Private Client Division in Wyandotte, MI. This role involves servicing clients and managing various accounts while providing organizational support within a fast-paced environment.

The ideal candidate will possess strong organizational skills, a proactive approach, and the ability to maintain confidentiality. Responsibilities include answering client questions, preparing reports, and assisting with marketing efforts.