... trading, investment banking (both corporate and public finance), equity & fixed income research ... The firm is seeking a Client Service Associate to join our Private Client Division in Ft.
... trading, investment banking (both corporate and public finance), equity & fixed income research ... The firm is seeking a Client Service Associate to join our Private Client Division in Ft.
... trading, investment banking (both corporate and public finance), equity & fixed income research ... The firm is seeking a Client Service Associate to join our Private Client Division in Ft.
Quick apply
... trading, investment banking (both corporate and public finance), equity & fixed income research ... The firm is seeking a Client Service Associate to join our Private Client Division in Ft.
... trading, investment banking (both corporate and public finance), equity & fixed income research ... The firm is seeking a Client Service Associate to join our Private Client Division in Ft.
... trading, investment banking (both corporate and public finance), equity & fixed income research ... The firm is seeking a Client Service Associate to join our Private Client Division in Ft.
Quantitative Trader - Intern (US) (Trading and Research)
Miami, FL ยท On-site
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US) (Trading and Research)
Miami, FL ยท On-site
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US) (Trading and Research)
$112.50 - $145/hr
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
Quantitative Trader - Intern (US) (Trading and Research)
$112.50 - $145/hr
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
$4.5K - $5.8K/wk
... Fixed Income, Commodities and Currencies. As an intern, you'll get to challenge the impossible in trading and research through a summer-long program that will allow you to collaborate and connect ...
S. trading hours and early APAC operational workflows, working closely with portfolio managers ... Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income. Our Culture At ...
S. trading hours and early APAC operational workflows, working closely with portfolio managers ... Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income. Our Culture At ...
Account Analyst - Latin America
Miami, FL ยท On-site
PIMCO is a global leader in active fixed income with deep expertise across public and private ... and Associates, and Portfolio Managers and Trade Assistants. * PIMCO Fund Operations Group
Account Analyst - Latin America
Miami, FL ยท On-site
PIMCO is a global leader in active fixed income with deep expertise across public and private ... and Associates, and Portfolio Managers and Trade Assistants. * PIMCO Fund Operations Group
Managing Director, Broker-Dealer Supervision
Fort Lauderdale, FL ยท On-site +1
$174K - $196K/yr
Oversee TRACE reporting supervision for fixed income transactions, including exception review and ... Administer and leverage Protegent for supervisory exception reporting and trade review * Monitor ...
Quick apply
Managing Director, Broker-Dealer Supervision
Fort Lauderdale, FL ยท On-site +1
$174K - $196K/yr
Oversee TRACE reporting supervision for fixed income transactions, including exception review and ... Administer and leverage Protegent for supervisory exception reporting and trade review * Monitor ...
Managing Director, Institutional Sales (CMBS)
Miami, FL ยท On-site
$100K - $150K/yr
Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide ...
Managing Director, Institutional Sales (CMBS)
Miami, FL ยท On-site
$100K - $150K/yr
Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide ...
Project Manager
Miami, FL ยท On-site
Within that organization, the Fixed Income Technology team develops and supports the data, research, and trading platform and tools used by our Fixed Income, Commodities, and Currency portfolio ...
Project Manager
Miami, FL ยท On-site
Within that organization, the Fixed Income Technology team develops and supports the data, research, and trading platform and tools used by our Fixed Income, Commodities, and Currency portfolio ...
Strong understanding of Equities| Fixed Income| Derivatives| FX| ETFs| and other investment ... Configure and maintain pre-trade and post-trade compliance rules| investment guidelines| and ...
Strong understanding of Equities| Fixed Income| Derivatives| FX| ETFs| and other investment ... Configure and maintain pre-trade and post-trade compliance rules| investment guidelines| and ...
Understanding of securities transactions, including equities, options, mutual funds, fixed income ... We are proud of our diverse and inclusive workplace where we respect and value our associates for ...
New
Understanding of securities transactions, including equities, options, mutual funds, fixed income ... We are proud of our diverse and inclusive workplace where we respect and value our associates for ...
New
... and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The ...
Quick apply
... and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The ...
Front-office Senior Software Engineer, VP - Liquid Credit
Miami, FL ยท On-site
$160K - $225K/yr
The Liquid Credit Technology team develops modern fixed-income asset management systems including portfolio management systems, order management systems, execution management systems, and trade ...
Front-office Senior Software Engineer, VP - Liquid Credit
Miami, FL ยท On-site
$160K - $225K/yr
The Liquid Credit Technology team develops modern fixed-income asset management systems including portfolio management systems, order management systems, execution management systems, and trade ...
... and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The ...
... and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The ...
... and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The ...
... and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The ...
Oversee TRACE reporting supervision for fixed income transactions, including exception review and ... Hands-on experience with trade review and electronic communications surveillance platforms ...
Oversee TRACE reporting supervision for fixed income transactions, including exception review and ... Hands-on experience with trade review and electronic communications surveillance platforms ...
Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338
Miami, FL ยท On-site
$42K - $58K/yr
... fixed income, and/ or other asset classes directly impacting client assets; presenting and ... facing trade execution in both US Markets and International Markets, such as the Mexican Stock ...
Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338
Miami, FL ยท On-site
$42K - $58K/yr
... fixed income, and/ or other asset classes directly impacting client assets; presenting and ... facing trade execution in both US Markets and International Markets, such as the Mexican Stock ...
Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338
Miami, FL ยท On-site
$42K - $58K/yr
... fixed income, and/ or other asset classes directly impacting client assets; presenting and ... facing trade execution in both US Markets and International Markets, such as the Mexican Stock ...
Asset & Wealth Management - Miami - Associate, Business Development Professional - 10243338
Miami, FL ยท On-site
$42K - $58K/yr
... fixed income, and/ or other asset classes directly impacting client assets; presenting and ... facing trade execution in both US Markets and International Markets, such as the Mexican Stock ...
Fixed Income Associate Trader information

Client Service Associate (Ft.Lauderdale, FL)
Fort Lauderdale, FL โข On-site
Full-time
Posted 22 days ago
Job description
Oppenheimer & Co. Inc. (๏ฟฝOppenheimer๏ฟฝ) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
The firm is seeking a Client Service Associate to join our Private Client Division in Ft. Lauderdale, FL. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.
Responsibilities
- Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
- Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
- Learn to utilize research and technical support tools
- Produce quality analytical reports using various software programs
- Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
- Act with integrity and respect in all situations
- Cultivate and grow existing client relationships
- Assist with marketing efforts and plan client events
- Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
- Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
- Local office interaction with other support members, Financial Advisors and Management
Skills/Requirements
- Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
- Bachelor's preferred
- 1-2 years financial services/fixed Income experience would be highly beneficial
- Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
- Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
- Must be able to maintain the highest level of confidentiality
- Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
- Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
- Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
- Demonstrate the ability to handle multiple tasks to completion with little or no supervision