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Client Service Associate (Stamford)

Company: Oppenheimer & Co.
Location: Stamford
Posted on: May 27, 2023

Job Description:

This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch.

Key Responsibilities:

  • Produce quality analytical reports using various software programs
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Assist participants with various needs
  • Learn and adapt to service needs of various accounts in order to answer day-to-day questions
  • Quickly develop knowledge of forms and account procedures in order to assist clients
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations
  • Database management of contacts and associates
  • Oversee marketing efforts
  • Special projects as assigned
  • Local office interaction with other support members, Financial Advisors and Management Qualifications:
    • Some experience working in Finance/Broker-Dealer/Investment background is preferred
    • Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered
    • Must be a team player with a proactive, positive, problem-solving disposition
    • Possess a high degree of proficiency with MS office products including Word, Excel and Outlook
    • Must be able to maintain the highest level of confidentiality
    • Excellent communication skills: verbal, written and interpersonal
    • Demonstrate strong accuracy and thoroughness in all facets of daily work
    • Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner
    • Able to meet designated deadlines and work effectively in a pressurized environment

Keywords: Oppenheimer & Co., Stamford , Client Service Associate (Stamford), Other , Stamford, Connecticut

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