Location: | Pickerington, OH |
Type of Hire: | Experienced Hires |
Division: | Private Client |
Who We Are:
Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance.
Oppenheimer’s Private Client Group is seeking a Client Service Associate to join our Branch office team in Pickerington, Ohio.
Job Description:
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:
Skills/Requirements: