Client Service Associate; Greensboro, NC

Job Description

Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Client Service Associate for their Greensboro branch office.

The primary responsibilities are to support the Financial Advisor in sales, marketing and day-to-day operations of a growing wealth management practice. This involves servicing clients, scheduling meetings, managing databases and calendars, preparing presentations and general organizational support. 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.

• 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

• 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)