Client Service Associate; Plymouth, MI

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 and 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 Plymouth, MI. Primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing a database, providing general organizational support, and client interaction. The ideal candidate will have a proactive mindset to anticipate business needs and 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 and meetings of executive staff.

• Learn and adapt to meet the needs of various accounts, answering day‑to‑day questions from clients and advisors
• Quickly develop knowledge of a variety of forms and account procedures to assist clients
• Learn to utilize research and technical support tools
• Produce quality analytical reports using various software programs
• Promote firm services by enhancing relationships with advisors through timely and accurate responses to questions
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships
• Assist with marketing efforts and plan client events
• 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
• Engage in local office interaction with other support members, financial advisors and management

• Willingness to obtain FINRA registrations: SIE, Series 7, and 63/65 (or 66)
• Bachelor’s degree preferred
• 1–2 years of financial services or fixed‑income experience highly beneficial
• High proficiency with technology, including MS Office products (Word, Excel, PowerPoint, Outlook) and ability to quickly learn internal software
• Team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Ability to maintain the highest level of confidentiality
• Strong accuracy and thoroughness in all facets of daily work with superb organizational skills
• Strong communication skills and ability to interact with all levels of employees, management and clients in a professional, timely, friendly manner
• Ability to meet designated deadlines and work effectively in a pressured environment under time constraints
• Ability to handle multiple tasks to completion with little or no supervision