Client Service Associate; Chrysler East, NY

Overview

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer with roots dating back to 1881. The firm engages in a broad range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity & fixed income research, market making, trust services and investment advisory and asset management services.

The firm is seeking a Client Service Associate to join our Private Client Division in New York. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing databases, providing general organizational support, and client interaction. The ideal candidate will have a proactive mindset to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

• Provide administrative support, including 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

• Bachelor’s degree required
• 1-2 years financial services/fixed income experience would be highly beneficial
• Proficiency with MS Office products (Word, Excel, Outlook, PowerPoint)
• Professional and courteous communication with all levels of employees and clients

For job postings in New York State, Oppenheimer is required to include a reasonable estimate of the salary range. The current base salary range is $55,000.00 – $60,000.00. Some positions may be eligible for discretionary bonuses and other forms of compensation.