Client Service Associate (Summit, NJ

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Summit, NJ. 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.

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors

Quickly develop knowledge of a variety of forms and account procedures in order 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

Local office interaction with other support members, Financial Advisors and Management

Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)

Bachelor’s preferred

1-2 years financial services/fixed Income experience would be highly beneficial

Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs

Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role

Must be able to maintain the highest level of confidentiality

Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills

Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner

Able to meet designated deadlines and work effectively in a pressurized environment under time constraints

Demonstrate the ability to handle multiple tasks to completion with little or no supervision

For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.