Client Service Associate (Tampa, FL)
Oppenheimer & Co. Inc. · Tampa, FL · 1 wk ago
On-siteCustomer ServiceFull-time
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
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
- Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)