OppenheimerFunds (“OFI”) is looking for a Client Services/Relationship Management Associate to join our Client Relations Team. We are seeking professional, self-motivated individuals to provide excellent service for our clients. Successful candidates will have phone and customer service experience, high attention to detail and excellent communication skills.

Responsibilities:

The primary responsibility for the SNW Asset Management (“SNW”) Client Services/Relationship Management Associate is to serve as a point of contact for internal and external clients including answer phone calls, handle client service requests, work across teams to meet client needs and follow-up with clients when appropriate.

• Provide assistance to clients based upon their needs and challenges and own any issues from start to finish ensuring total client satisfaction in order to encourage client loyalty.
• Screen, prioritize, and distribute Invoicing and Quarterly Reports
• New account set up and maintenance: Paperwork preparation and processing
• Workflow management & ongoing maintenance of client files
• Work closely with Portfolio Management Team to assist with client questions.
• Handle mass communication to clients
• Ongoing project support for manager & team members

• Series 65 license required or must be obtained within 6 months. Training provided for qualified candidates.
• Excellent verbal and written skills including professional telephone etiquette in order to effectively communicate with both internal and external customers.
• Experience in administration of client and prospect data in Salesforce CRM a plus
• Organized, methodical with a strong attention to detail. This is a fast-paced and high-intensity position that requires tenacity, resourcefulness and the ability to multi-task/prioritize.
• Desire and demonstrated ability to work and achieve results in a team environment
• Strong working knowledge of Outlook, Microsoft Excel, and Microsoft PowerPoint.
• High integrity, trustworthiness, and ethical standards

• Health & Wellness: Medical, Dental & Vision
• Financial Wellness: Retirement Savings, Life Insurance
• Work- Life Balance: Time Off Program
• Learning & Development

OppenheimerFunds is a leading global asset manager dedicated to serving the diverse needs of our clients that range from institutions to financial advisors to individual investors.