Client Services Associate
Employment type
Full-time
Work setting
On-site
Location
Providence, RI
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Client Services Associate is an onsite role based in Providence, RI. Compensation is not specified in the posting. This role supports the private client division at Oppenheimer & Co. Inc. The role exists to service clients and provide organizational support. The associate manages databases, schedules meetings, and assists with marketing efforts to enhance client relationships.
What you'll do
- Service client needs
- develop knowledge of forms/procedures
- utilize research tools
- produce analytical reports
- promote firm services
- manage daily work
- answer phones
- schedule appointments.
What we're looking for
- Skills & competencies
- full-timeday shiftprovidence rioppenheimer & coclient servicesfinancial servicesonsiteadministrationmarketingsupport
- Work arrangement
- Weekend coverage required
Why this role
Requires willingness to obtain FINRA registrations; focuses on financial services support.
About the employer
Oppenheimer & Co. Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: 5a333cbd-9d03-4039-8b81-c58dd0647604