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    Client Service Associate - Asheville, United States - Oppenheimer & Co. Inc.

    Oppenheimer & Co. Inc.
    Oppenheimer & Co. Inc. Asheville, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Who We Are:

    Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance.

    Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Branch office team in our Asheville office in North Carolina.

    Job Description:

    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:

    • Effective organizational, multi-tasking and prioritizing skills
    • Strong attention to detail and accuracy
    • 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
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