Client Service Associate (Greensboro, NC)

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 :