Account Service Representative
About The Position
Oppenheimer Asset Management (OAM) offers high net worth and institutional investors the opportunity to participate in a wide range of traditional and non-traditional investment strategies. The Account Services Group is responsible for servicing all programs offered by OAM. We are looking for a highly motivated self-starter who is interested in a career in Asset Management Administration. Candidate must possess the ability to multi-task and manage multiple domestic and international client relationships in addition to the following:
Requirements
- Proficiency in Microsoft Excel with knowledge of lookups and intermediate functions.
- Highly effective communication skills, verbal and written, with ability to work in a team environment.
- Above average organization, prioritization and problem solving skill set while performing numerous miscellaneous account administrative duties.
- Ideal candidate has a strong understanding of investment products (stock, bonds, ETFs, fixed income, etc.) and overall securities brokerage operations.
Responsibilities
- Ensuring that prospective investors meet suitability requirements and standards to invest in a structured program while complying with anti-money laundering guidelines.
- Processing investor advisory agreements, and translating the information in client data bases.
- Interacting with financial advisors, sales assistants, custodians and third-party service providers.
- Coordinating with third party managers reviewing account opening documents and client restrictions to ensure client funds are invested in a timely manner while adhering to the client signed agreement.
- Sending regulatory and firm required client correspondence to clients where needed.
- Producing / reviewing ad hoc reports for senior management.
- Providing a high quality of service to financial advisers and their clients who are predominately high net worth and institutional investors.
- Contributing to internal project initiatives and helping to coordinate the launch of new product offerings and communication with third party vendors and managers.
- Facing off with the broker dealer for prompt resolution of client inquires, knowing when situations need to be escalated to senior management.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
