Account Services Representative

Oppenheimer & Co. Inc. - New York, NY

Full-time
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. Candidate must possess the ability to multi-task and manage multiple domestic and international client relationships in addition to the following:

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 and adhering to the client’s wishes.
Sending client correspondence to investors.
Producing ad hoc reports for senior management.
Providing a high quality of service to financial advisers and their investors 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 third party vendors.
Facing off with the broker dealer for prompt resolved or client inquires and knowing when situations need to be elevated to senior management

Qualifications:
Proficiency in Microsoft Excel with knowledge of lookups and intermediate functions
Good communication skills and able to work in a team environment
Good organizational skills while performing miscellaneous account administrative duties

Requirements:
Bachelor’s Degree