Private Client Services Associate

Oppenheimer & Co. Inc.; Kalamazoo (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading investment bank in Kalamazoo, MI seeks a Client Service Associate to join its Private Client Division. The ideal candidate will provide comprehensive administrative support, manage client interactions, and coordinate meetings. Preferred qualifications include experience in financial services, proficiency in MS Office applications, and the ability to communicate professionally with diverse teams. The role also entails handling confidential tasks and special projects.

Qualifications

• 1-2 years of financial services/fixed income experience preferred.
• High proficiency in MS Office products such as Word, Excel, Outlook, and PowerPoint.
• Willingness to pursue FINRA Registrations: SIE, Series 7 & 66.

Responsibilities

• Provide administrative support including document and presentation creation.
• Manage calendar and coordinate meetings and logistics.
• Handle database management and client interactions.
• Complete special projects as assigned.

Skills

Financial services experience

Proficiency in MS Office

Communication skills

Job description

A leading investment bank in Kalamazoo, MI seeks a Client Service Associate to join its Private Client Division. The ideal candidate will provide comprehensive administrative support, manage client interactions, and coordinate meetings. Preferred qualifications include experience in financial services, proficiency in MS Office applications, and the ability to communicate professionally with diverse teams. The role also entails handling confidential tasks and special projects.