Client Service Associate (Denver)

Career Opportunities with Oppenheimer & Co. Inc.

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.

A great place to work.

Current job opportunities are posted here as they become available.

Oppenheimer is a self-clearing broker-dealer engaged in a broad range of activities in the securities industry including retail securities brokerage, institutional sales and trading, investment banking, research, market-making, securities lending activities, trust services, and investment advisory and asset management services.

We are looking to add an organized, detail-oriented, analytical intern to our team who will support our Private Client Group at our Cherry Creek branch office.

This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role.

Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.

Key Responsibilities :

• Produce quality analytical reports using various software programs
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
• Assist participants with various needs
• Learn and adapt to service needs of various accounts in order to answer day-to-day questions
• Quickly develop knowledge of forms and account procedures in order to assist clients
• Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
• Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations
• Database management of contacts and associates
• Oversee marketing efforts
• Special projects as assigned
• Local office interaction with other support members, Financial Advisors and Management

Qualifications :

• Some experience working in Finance / Broker-Dealer / Investment background is preferred
• Bachelor’s Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered
• Must be a team player with a proactive, positive, problem-solving disposition
• Possess a high degree of proficiency with MS office products including Word, Excel and Outlook
• Must be able to maintain the highest level of confidentiality
• Excellent communication skills : verbal, written and interpersonal
• Demonstrate strong accuracy and thoroughness in all facets of daily work
• Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment

Compensation :

For job postings in Colorado, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role.

This salary range is specific to the State of Colorado and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

A reasonable estimate of the current base salary range is $45,000.00 - $55,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits.

Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.

The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location.

Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours.

Benefits may be pro-rated for those who start working during the calendar year.

Oppenheimer & Co. Inc. will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.

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