Client Service Associate (Tampa, FL)
Job Description
Job Description
Who We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa, FL branch office. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order 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.
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
Skills/Requirements
- Bachelor’s degree required
- 1-2 years financial services/fixed Income experience required
- 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
- Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)
Recommended Jobs
Orthopedic Physician Assistant Marianna
Are you an Orthopedic Surgery Physician Assistant that would like to join a Physician owned APP ran practice in SUNNY NO STATE TAXES FLORIDA ? Our thriving Orthopedic Surgery practice located in Nort…
Hardware Technician
Job Description Job Description Position Location: Within approximately a 1-2 hour commute of one of the manufacturing plants below. Atlanta, GA - Buckeye, AZ - Dallas, TX - De Soto, KS - Er…
Window Replacement Sales Rep Fast Start $125K-$250K
Job Description Job Description Position: Window Replacement Sales Rep TOP Producer Wanted - Do you average at least $2.5 to $5 million per year in Sales? Required Skills: • Strong Effecti…
Crew Member
Why Wendy's WHY WENDY’S? As a Crew Member at Wendy’s, you’re part of the family from Day 1. We get you. We got you. Here’s what you can expect as a Crew Member on our team: Perks – FREE MEA…
Junior Sales Representative-Washington Cty
Description D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and s…
LPG RN Phone Triage
Location: Orion Building -6630 Orion DriveFort Myers FL 33912 Department: LPG RN Nurse Triage Work Type: Full Time Shift: Shift 1/8:45:00 AM to 7:15:00 PM Minimum to Midpoint Pay Rate:…
Estimator/ Sr. Estimator- Commercial Construction (Orlando)
Job Description Job Description Salary: Salary Commensurate with Experience. CPPI OVERVIEW Charles Perry Partners, Inc. (CPPI) is a leading general contracting, design-build, and constructi…
Cashier
Job Description Job Description Job description We are searching for a meticulously coordinated Cashier to encourage the safe and fast actualization of delivery-related goals. To ensure succes…
Asphalt Plant Laborer Groundman
Job ID: 512573 Preferred Materials - Asphalt Division, part of CRH South Division of Companies, is the leader in production of high-quality hot mix and warm mix asphalt, and, with a team of sk…
Successful Real Estate company Looking For Bookkeeper/ Accountant
Are you an experienced bookkeeping or accounting professional looking for a dynamic role in real estate, construction, and property management? We're seeking a Bookkeeper / Accountant / Office Manager…