Client Service Associate (Birmingham)

Oppenheimer & Co Birmingham , MI 48012

Posted 3 months ago

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

  • Bachelors degree required

  • 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

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Client Service Associate (Birmingham)

Oppenheimer & Co