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

Oppenheimer & Co. Inc.

Verified Company

Washington, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Key Responsibilities:

Produce quality analytical reports using various software programs
Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
Assist participants with various needs
Learn and adapt to service needs of various accounts in order to answer daytoday questions
Quickly develop knowledge of forms and account procedures in order to assist clients
Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations
Database management of contacts and associates
Oversee marketing efforts
Special projects as assigned
Local office interaction with other support members, Financial Advisors and Management

Qualifications:

Some experience working in Finance/Broker-Dealer/Investment background is preferred
Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered
Must be a team player with a proactive, positive, problemsolving disposition
Possess a high degree of proficiency with MS office products including Word, Excel and Outlook
Must be able to maintain the highest level of confidentiality
Excellent communication skills: verbal, written and interpersonal
Demonstrate strong accuracy and thoroughness in all facets of daily work
Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner
Able to meet designated deadlines and work effectively in a pressurized environment