Job summary
Job post source
This job is directly from Oppenheimer & Co. Inc.
Job overview
The Client Service Associate role at Oppenheimer & Co. Inc. involves providing essential support within the Private Client Division, focusing on client servicing and organizational tasks.
Responsibilities and impact
Daily responsibilities include administrative support, calendar management, database management, client interaction, and handling special projects as assigned.
Experience and skills
A Bachelor’s degree is required, along with 1-2 years of financial services or fixed income experience, and proficiency in MS Office products is essential.
Company information
Oppenheimer & Co. Inc. is a prominent middle-market investment bank and full-service broker-dealer with a history dating back to 1881, engaged in various financial services activities.
Job location and travel
The position is based in Southbury, CT, within the Private Client Division.
Company overview
Oppenheimer & Co. Inc. is a leading investment bank and full-service investment firm that provides financial services and advice to high-net-worth individuals, families, corporate executives, businesses, and institutions. The company generates revenue through a variety of channels including wealth management, capital markets, and investment banking services. Founded in 1950, Oppenheimer has a rich history of growth and acquisitions, including the notable merger with Fahnestock Viner Holdings in 2003, which significantly expanded its capabilities and market presence.
How to land this job
Tailor your resume to emphasize your administrative support skills, proficiency in MS Office, and experience in client interaction, as these are crucial for the Client Service Associate role at Oppenheimer & Co. Inc.
Highlight any relevant experience in financial services or fixed income that demonstrates your understanding of the industry and ability to handle confidential information.
Apply for the position through multiple platforms, including Oppenheimer's corporate site and LinkedIn, to maximize your chances of being noticed by recruiters.
Reach out to individuals in the Private Client Division at Oppenheimer on LinkedIn to inquire about the role; potential ice breakers could include asking about their experience at the firm or discussing recent industry trends.
Optimize your resume for ATS by incorporating keywords from the job description, such as 'client interaction', 'database management', and 'administrative support', to ensure it passes initial screenings.
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