Client Service Associate (Midtown East, NY)
Oppenheimer & Co. Inc. · New York, NY · 2 wk ago
On-siteCustomer Service$55k/yrFull-time
About the role
The firm is seeking a Client Service Associate to join our Private Client Division in our Midtown East, NY branch office.
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
- Perform special projects as assigned
Skills/Requirements
- Bachelor’s degree required
- 1-2 years financial services/fixed Income experience required
- 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
- FINRA Registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (Will be sponsored)
- Fluent in English and Business level fluency in Mandarin, required
Compensation
A reasonable estimate of the current base salary is $55,000.00 at the time of this posting.