Oppenheimer & Co. Inc. · 4 hours ago
Client Service Associate (Southbury, CT)
Southbury, CT
Full-time
Onsite
Entry Level
1+ years expOppenheimer & Co. Inc. is a leading middle-market investment bank and full service broker-dealer. The firm is seeking a Client Service Associate to join their Private Client Division, responsible for servicing clients, managing databases, and providing general organizational support.
Financial Services
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
Qualification
Required
Bachelor's degree required
1-2 years financial services/fixed Income experience would be highly beneficial
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
Company
Oppenheimer & Co. Inc.
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-09-05IPO
Leadership Team
Craig Schneider
Managing Director - Regional Director
Douglas Siegel
Managing Director, Chief Compliance Officer
Recent News
2025-12-08
Company data provided by crunchbase