Client Service Associate (Washington, DC)

Company: Oppenheimer & Co Inc
Location: Washington
Posted on: March 3, 2025

Job Description:

Career Opportunities with Oppenheimer & Co. Inc.A great place to work.Current job opportunities are posted here as they become available.Client Service Associate (Washington, DC)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 DescriptionOppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Washington D.C branch office. The 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 is 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
• 1-2 years financial services/fixed Income experience would be highly beneficial.
• 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.Compensation:The current base salary offered for this role is $50,000.00 to $65,000.00 per year. Also, certain positions are eligible for additional forms of compensation such as discretionary bonuses. The successful candidate may also be eligible to participate in the relevant business unit's incentive compensation plan, which may include additional monthly incentive compensation and/or annual discretionary bonus.Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law.
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Keywords: Oppenheimer & Co Inc, Washington DC , Client Service Associate (Washington, DC), Accounting, Auditing , Washington, DC