Jobs
>
Boca Raton

    Registered Client Service Associate - Boca Raton, United States - Oppenheimer & Co. Inc.

    Oppenheimer & Co. Inc.
    Oppenheimer & Co. Inc. Boca Raton, United States

    2 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    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 & fixed income research, market making, trust services and investment advisory and asset management services.

    Job Description

    The firm is seeking a Registered Client Service Associate to join our Branch office team in Boca Raton, Florida. 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.

    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
    • Provide back-up to other teams and within the branch
    • Perform ad hoc duties and work on special projects as necessary

    Skills/Requirements

    • Series 7 and 63/65 (or 66) required (within first six months of hire)
    • Bachelor's degree preferred
    • 1-2 years financial services/fixed Income experience would be highly beneficial
    • 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
    • Able to meet designated deadlines and work effectively in a pressurized environment
    • Fluent in English and Spanish preferred
  • European Wax Center

    Guest Service Associate

    1 day ago

    European Wax Center Boca Raton, United States

    Job Description · Job DescriptionAbout the Role · The role of a Guest Service Associate (GSA) is to represent European Wax Center in a professional and consistent manner while upholding the company's core values. The Guest Service Associate is the first and last impression of the ...

  • B. Riley Financial, Inc.

    Advisory Services: Associate

    2 weeks ago

    B. Riley Financial, Inc. Boca Raton, United States

    B. Riley Financial ("B. Riley") provides collaborative solutions tailored to fit the capital raising and business advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spannin ...

  • Stars Companies

    Customer Service Associate

    3 weeks ago

    Stars Companies Boca Raton, United States

    Job Description · Job DescriptionKeratin Complex, the leading manufacturer and distributor of quality Hair Care products is looking for a Customer Service Associate who has a Cosmetology License and previous sales experience to join our dynamic team. The Customer Service agent wi ...

  • City of Boca Raton, FL

    Guest Services Associate

    4 weeks ago

    City of Boca Raton, FL Boca Raton, United States

    Be a part of the team that helps make the City of Boca Raton one of the best places to live, work and play We provide world class services, parks, beaches, and public safety. This can only happen when the best, brightest, and most committed individuals come to work for our City. ...

  • Morgan Stanley

    Client Service Associate

    4 weeks ago

    Morgan Stanley Deerfield, United States

    Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utiliz Client Service, Associate, Fi ...

  • Bedrosians

    Customer Service Associate

    21 hours ago

    Bedrosians Deerfield Beach, United States

    **Vision Statement for the Position** · You are the face of the company. You have the opportunity to build relationships with clients and provide solutions to ensure their vision is realized and enhance their buying experience. · **Job Overview** · Customer Service Associates ...

  • Oppenheimer & Co

    Registered Client Service Associate

    2 weeks ago

    Oppenheimer & Co Boca Raton, United States

    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 bro ...

  • Bloomingdale's

    Service Associate, Part Time

    3 days ago

    Bloomingdale's Boca Raton, United States Part time

    · About · Day-1 Medical, Dental, Vision Benefits for eligible colleagues · Competitive Pay · Paid Time Off · Flexible Holiday Time-Off & Flexible Scheduling · Fully Funded Education Benefits (100% tuition coverage including books and fees) · Instant access to earned wages with P ...

  • Raising Cane's

    Customer Service Associate

    2 weeks ago

    Raising Cane's North Hollywood, United States

    $20 per hour - $21 per hour · Como parte importante de nuestro equipo, los asociados de servicio al cliente impactan todas las áreas de la experiência del cliente. Como sugiere el nombre, su principal prioridad es brindar un excelente servicio al cliente. En este rol, serás respo ...

  • Oppenheimer & Co

    Registered Client Service Associate

    4 weeks ago

    Oppenheimer & Co Boca Raton, United States

    Oppenheimer Private Client Group is a full service financial services firm with an emphasis on providing premier financial advice and guidance to the local affluent marketplace. · Job Description: · Primary responsibility is to support Financial Advisors in sales, marketing and d ...

  • Bloomingdale's

    Service Associate, Part Time

    4 days ago

    Bloomingdale's Boca Raton, United States Part time

    Job Description · About · • Day-1 Medical, Dental, Vision Benefits for eligible colleagues · • Competitive Pay · • Paid Time Off · • Flexible Holiday Time-Off & Flexible Scheduling · • Fully Funded Education Benefits (100% tuition coverage including books and fees) · • Ins ...

  • City of Boca Raton, FL

    Guest Services Associate

    4 weeks ago

    City of Boca Raton, FL Boca Raton, United States

    Salary: $ $20.70 Hourly · Location : Boca Raton, FL · Job Type: Part-Time · Job Number: 03651 · Department: Recreation Services - BPD · Division: Swim & Racquet Center Community Center 64/31421 · Opening Date: 05/09/2024 · Closing Date: 5/14/2024 11:59 PM Eastern · FLSA: ...

  • CohnReznick LLP

    Tax Senior Associate Private Client Services

    2 weeks ago

    CohnReznick LLP Boca Raton, United States

    As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do · We currently have an excit ...

  • Saint Andrew's School

    Advancement Services Associate

    3 weeks ago

    Saint Andrew's School Boca Raton, United States

    Job Details · Job Location · Saint Andrew's School - Boca Raton, FL · Description · About Saint Andrew's School: · Saint Andrew's School is an independent, co-educational school for grades PK-12, Saint Andrew's is both a day school and a boarding school, educating students fro ...

  • CohnReznick

    Tax Senior Associate Private Client Services

    2 weeks ago

    CohnReznick Boca Raton, United States

    Tax Senior Associate [Private Client Services] · Opportunity ID · 7009 · Department(s) · 1 · Tax · Location(s) · 1 · Boca Raton · Function · 1 · Tax · As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advi ...

  • CohnReznick

    Tax Senior Associate Private Client Services

    2 weeks ago

    CohnReznick Boca Raton, United States

    Opportunity ID · 7009 · Department(s) · Tax · Location(s) · Boca Raton · Function · Tax · Job description · As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, ...

  • CohnReznick

    Tax Senior Associate Private Client Services

    2 weeks ago

    CohnReznick Boca Raton, United States

    As CohnReznick grows, so do our career opportunities. As one of the nations top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do · We currently have an exciti ...

  • Mr Handyman

    Customer Service Associate

    2 weeks ago

    Mr Handyman Boca Raton, United States

    Are you ready to join a team that provides excellent service and value to our customers and our team members in the Boynton Beach area? At Mr. Handyman we're growing our team so we can continue to be one of the most well-respected home repair and maintenance companies in the coun ...

  • Saint Andrew's School

    Advancement Services Associate

    3 weeks ago

    Saint Andrew's School Boca Raton, United States Full time

    About Saint Andrew's School: Saint Andrew's School is an independent, co-educational school for grades PK-12, Saint Andrew's is both a day school and a boarding school, educating students from across the United States and throughout the world. As a college preparatory school in t ...

  • CBRE

    Mail Services Associate

    1 week ago

    CBRE Deerfield, United States

    Mail Services Associate · Job ID · 157490 · Posted · 06-Mar-2024 · Service line · GWS Segment · Role type · Full-time · Areas of Interest · Administrative, Customer Service · Location(s) · Bannockburn - Illinois - United States of America · Job Role · The Mail Services Associate ...