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 & Co. Inc. is seeking a Client Service Associate to join our Branch office team in our Asheville office in North Carolina.

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:

• 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:

• Effective organizational, multi-tasking and prioritizing skills
• Strong attention to detail and accuracy
• 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