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

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

    1 week ago

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    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 assignedSkills/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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