Client Service Associate (Ft.Lauderdale, FL)

About the Company

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.

About the Role

The firm is seeking a Client Service Associate to join our Private Client Division in Ft. Lauderdale, FL. This role involves servicing clients, marketing, scheduling, prioritizing meetings, managing databases, providing general organizational support, and client interaction. The ideal candidate will have a proactive mindset to anticipate business needs and 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 and meetings of executive staff.

Responsibilities

• Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors
• Quickly develop knowledge of a variety of forms and account procedures to assist clients
• Learn to utilize research and technical support tools
• Produce quality analytical reports using various software programs
• Promote firm services by enhancing relationships with advisors through timely and accurate responses to questions
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships
• Assist with marketing efforts and plan client events
• 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
• Local office interaction with other support members, Financial Advisors, and Management

Requirements

• Willing to obtain FINRA Registrations: SIE, Series 7, and 63/65 (or 66)
• Bachelor’s degree preferred
• 1-2 years of financial services/fixed income experience would be highly beneficial
• High degree of proficiency with technology, including MS Office products (Word, Excel, PowerPoint, and Outlook), and ability to quickly learn internal software programs
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be able to maintain the highest level of confidentiality
• Strong accuracy and thoroughness in all facets of daily work, with superb organizational skills
• Able to interface and articulate well with all levels of employees, management, and clients in a highly professional, timely, and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
• Demonstrate the ability to handle multiple tasks to completion with little or no supervision