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 The firm is seeking a Client Service Associate to join our Branch office team in Winston-Salem, North Carolina. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. 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 of executive staff. Responsibilities
- Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
- Calendar management and coordination of meetings, including all logistics
- Database management
- Client interaction and service
- Provide back-up to other teams and within the branch
- Perform ad hoc duties and work on special projects as necessary
Skills/Requirements
- Bachelor's degree preferred
- 1-2 years financial services/fixed Income experience would be highly beneficial
- Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
- Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner