Client Service Associate
Oppenheimer & Co
Port Huron, MI
Wage: $53.3K - $67.5K a year
Responsibilities:
- Provide administrative support, which includes but not limited to creation, maintenance and editing of documents, spreadsheets, files, and presentations.
- Assist in maintaining the day to day operations to ensure operational excellence
- Client Interaction and service
- Support client onboarding process
- Maintain and process documents
- Assist with audit preparations
- Communicate effectively and efficiently with home office personnel
- Interact on routine/sensitive matters
- Interact and support branch staff, Branch Control Officers and all levels of management
- Ensure that all documents are sent to home office in a timely manner
- Cross training within other positions in the Operations area
- Willing and able to take on additional tasks
