Private Client Services Specialist

Oppenheimer & Co. Inc.; St. Louis (MO); Vor Ort; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

Oppenheimer & Co. Inc. in St. Louis, MO seeks a Client Service Associate for its Private Client Division. You will service clients, assist with marketing, scheduling, meetings, and database management while maintaining confidentiality and supporting executive staff.

The role requires 1–2 years in financial services, familiarity with MS Office, and willingness to obtain FINRA registrations (SIE, Series 7 and 63/65). A bachelor’s degree is preferred.

Qualifikationen

• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66).
• Bachelor’s degree preferred.
• 1-2 years financial services preferred.
• Proficient with MS Office and able to learn internal software quickly.
• Demonstrates high confidentiality and strong organizational skills.

Aufgaben

• Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors.
• Develop knowledge of forms and account procedures to assist clients.
• Utilize research and technical support tools.
• Produce quality analytical reports using software programs.
• Promote firm services by strengthening relationships with advisors through timely responses.
• Interact with clients and management with integrity and professionalism.

Kenntnisse

FINRA registrations

MS Office proficiency

Communication skills

Team player

Attention to detail

Discretion/confidentiality

Ausbildung

Bachelor’s degree

Tools

MS Office

Jobbeschreibung

Oppenheimer & Co. Inc. in St. Louis, MO seeks a Client Service Associate for its Private Client Division. You will service clients, assist with marketing, scheduling, meetings, and database management while maintaining confidentiality and supporting executive staff.

The role requires 1–2 years in financial services, familiarity with MS Office, and willingness to obtain FINRA registrations (SIE, Series 7 and 63/65). A bachelor’s degree is preferred.