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Oppenheimer & Co. Inc. · 1 day ago

Client Service Associate (Seattle, WA)

Seattle, WA

Full-time

Onsite

Entry Level

$50K/yr - $60K/yr

1+ years exp

Oppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. They are seeking a Client Service Associate to support Financial Professionals in the day-to-day operations of a growing wealth management practice, requiring strong interpersonal skills and the ability to manage multiple tasks effectively.

Financial Services

No H1B

U.S. Citizen Only

Responsibilities

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and professionals

Quickly develop knowledge of a variety of forms and account procedures in order to assist clients

Learn to utilize research and technical support tools

Act with integrity and respect in all situations

Cultivate and grow existing client relationships

Assist with marketing efforts

Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments

Prepare and process paperwork to open and service accounts

Local office interaction with other support members, Financial Professionals and Management

Qualification

Multi-taskingInterpersonal skillsAttention to detailFinancial instruments knowledgeMS Office proficiencyOrganizational skillsTeam playerConfidentialityCommunication skillsTime management

Required

This role requires superior interpersonal and multi-tasking skill sets as well as meticulous attention to detail and thoroughness

A basic understanding of financial instruments and brokerage/insurance products

Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and the ability to learn DocuSign and 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

Demonstrate strong accuracy and thoroughness in all facets of daily work and possess 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 prioritize and 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