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Oppenheimer & Co. Inc. · 1 day ago

Client Service Associate (Greensboro, NC)

Greensboro, NC

Full-time

Onsite

Entry Level

2+ 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 the Financial Advisor in sales, marketing, and day-to-day operations of a wealth management practice, involving client servicing, scheduling, and 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

Become proficient in account documentation, data entry to open/close/ modify accounts, and handle the movement of securities and funds

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

Database and calendar management for the Financial Advisor and the Team’s calendar

Comfortable with Client interaction and service

Perform special projects as assigned

Qualification

Financial services experienceMS Office proficiencyPeople skillsOrganizational skillsClient interactionProject managementCommunication skillsConfidentialityAdaptability

Required

Bachelor's degree required

Strong organizational and people skills

2+ years working in financial services, accounting firm, law firm or related industry

Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint and able to quickly learn internal computer programs

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)