Private Client Service Associate - Client & Operations Support

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

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.