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.

Oppenheimer & Co. Inc. is currently seeking a Client Service Associate to join our Branch office team in Port Huron, Michigan.

Job Description:

Primary responsibilities include servicing clients, assist in operations, 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.

Responsibilities:

• Provide administrative support, which includes but not limited to creation, maintenance and editing of documents, spreadsheets, files, and presentations.
• Assist in maintaining the day to day operations to ensure operational excellence
• Client Interaction and service
• Support client onboarding process
• Maintain and process documents
• Assist with audit preparations
• Communicate effectively and efficiently with home office personnel
• Interact on routine/sensitive matters
• Interact and support branch staff, Branch Control Officers and all levels of management
• Ensure that all documents are sent to home office in a timely manner
• Cross training within other positions in the Operations area
• Willing and able to take on additional tasks

Qualifications:

• 2+ years of experience in administrative and/or financial services

• Possess a high degree of proficiency with Microsoft Office products including Word, Excel, Outlook, PowerPoint, and Teams
• Ability to navigate computer systems, applications, and utilize search tools to find information
• Strong attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner.