Account Service Representative

Oppenheimer & Co. • New York, NY

48d • $55,000 - $65,000 • Onsite

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed