Oppenheimer - Jenkintown, PA
posted 25 days ago
Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Jenkintown, PA. This role is essential for servicing clients and involves various responsibilities such as marketing, scheduling, prioritizing meetings, managing databases, and providing general organizational support. The ideal candidate will have a proactive mindset to anticipate business needs and will take on ad hoc responsibilities for project-oriented tasks. This position requires handling details of a highly confidential and critical nature, as well as collecting and preparing information for discussions and meetings of executive staff.