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.
Oppenheimer & Co. Inc. is currently seeking a Client Service Associate to join our Branch office team in Port Huron, Michigan.
Job Description: Primary responsibilities include servicing clients, assist in operations, 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: - Provide administrative support, which includes but not limited to creation, maintenance and editing of documents, spreadsheets, files, and presentations.
- Assist in maintaining the day-to-day operations to ensure operational excellence
- Client Interaction and service
- Support client onboarding process
- Maintain and process documents
- Assist with audit preparations
- Communicate effectively and efficiently with home office personnel
- Interact on routine/sensitive matters
- Interact and support branch staff, Branch Control Officers and all levels of management
- Ensure that all documents are sent to home office in a timely manner
- Cross training within other positions in the Operations area
- Willing and able to take on additional tasks
Qualifications: - Bachelor's degree preferred
- 1-2 years financial services/fixed income experience preferred
- Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)
- Possess a high degree of proficiency with Microsoft Office products including Word, Excel, Outlook, PowerPoint, and Teams
- Ability to navigate computer systems, applications, and utilize search tools to find information
- Strong attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Effective organizational, multi-tasking, and prioritizing skills
- Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner