Client Service Associate (Jericho, NY)

About the role

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer with roots tracing back to 1881. The firm is engaged in a broad range of financial services activities, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity & fixed income research, market making, trust services, and investment advisory and asset management services.

The firm is seeking a Client Service Associate to join the Private Client Division in Jericho, NY. Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing databases, 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 handles details of a highly confidential and critical nature and collects and prepares information for use in discussions and meetings of executive staff.

Responsibilities

• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
• Quickly develop knowledge of a variety of forms and account procedures in order 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 financial services experience preferred
• High degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and ability to quickly learn internal software programs
• Team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Ability to maintain the highest level of confidentiality
• Strong accuracy and thoroughness in all facets of daily work with superb organizational skills
• Ability to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
• Ability to meet designated deadlines and work effectively in a pressurized environment under time constraints
• Demonstrated ability to handle multiple tasks to completion with little or no supervision

Pay

For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. A reasonable estimate of the current base salary range is $50,000.00 – $60,000.00 at the time of this posting. Certain positions are eligible for additional forms of compensation such as discretionary bonus.