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Client Service Associate (Greensboro, NC)

Client Service Associate (Greensboro, NC)

Oppenheimer & Co. Inc.Greensboro, NC, US
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Job Description

Job Description

Who We Are :

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Client Service Associate for their Greensboro branch office.

The primary responsibilities are to support the Financial Advisor in sales, marketing and day-to-day operations of a growing wealth management practice. This involves servicing clients, scheduling meetings, managing databases and calendars, preparing presentations and general organizational support.

The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions / meetings.

Responsibilities :

  • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
  • Become proficient in account documentation, data entry to open / close / modify accounts, and handle the movement of securities and funds
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Database and calendar management for the Financial Advisor and the Team’s calendar,
  • Comfortable with Client interaction and service
  • Perform special projects as assigned

Skills / Requirements :

  • Bachelor’s degree required
  • Strong organizational and people skills
  • 2+ years working in financial services, accounting firm, law firm or related industry
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint and able to quickly learn internal computer programs.
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
  • Willing to obtain FINRA Registrations : SIE, Series 7 / 63 or 66 (Will be sponsored)
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    Client Service Associate • Greensboro, NC, US

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