Oppenheimer & Co. Inc.
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Client Service Associate (Tampa, FL)
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Client Service Associate (Tampa, FL)
role at
Oppenheimer & Co. Inc. 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. 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 Client Service Associate to join our Private Client Division in our Tampa, FL branch office. 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 Perform special projects as assigned
Skills/Requirements
Bachelor’s degree required 1-2 years financial services/fixed Income experience required 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 Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Oppenheimer & Co. Inc. by 2x Get notified about new Client Services Associate jobs in
Tampa, FL . Tampa, FL $50,000.00 - $55,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Client Service Associate (Tampa, FL)
role at
Oppenheimer & Co. Inc. Continue with Google Continue with Google Join to apply for the
Client Service Associate (Tampa, FL)
role at
Oppenheimer & Co. Inc. 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. 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 Client Service Associate to join our Private Client Division in our Tampa, FL branch office. 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 Perform special projects as assigned
Skills/Requirements
Bachelor’s degree required 1-2 years financial services/fixed Income experience required 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 Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Oppenheimer & Co. Inc. by 2x Get notified about new Client Services Associate jobs in
Tampa, FL . Tampa, FL $50,000.00 - $55,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr