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Client Service Associate (Washington D.C)
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer. The firm is seeking a Client Service Associate to join our Branch office team in Washington D.C. 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.
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 to answer day-to-day questions.Quickly develop knowledge of forms and account procedures 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.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.#J-18808-Ljbffr