Client Service Associate (Asheville, NC)

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:

Oppenheimer & Co. Inc. 's Private Client Division is currently seeking a Client Service Associate for their Asheville, NC branch office. The CSA's primary responsibility is to support a Financial Professional in day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small three-person team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Responsibilities:

• Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
• Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
• Learn to utilize research and technical support tools
• Produce quality analytical reports using various software programs
• Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
• Act with integrity and respect in all situations
• Cultivate and grow existing client relationships
• Assist with marketing efforts and plan client events
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
• Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
• Local office interaction with other support members, Financial Advisors and Management
• Possess a high degree of proficiency with MS Office products including Word, Excel, and Outlook
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner

Skills/Requirements

• Client interaction and service
• Perform special projects as assigned
• 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
• Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
• Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
• Must be able to maintain the highest level of confidentiality
• Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
• Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner