OppenheimerFunds Client Service Associate in United States

Client Service Associate

  • Centennial, CO, USA

  • Full-time

Company Description

OppenheimerFunds values the talented and diverse workforce we’ve cultivated over the years. Our nearly 60-year history includes a strong tradition of providing innovative investment ideas and a world-class experience for the individuals, institutions and financial advisors we serve. Our strong foundation is built on collaboration, creativity, and the extraordinary people who play an integral role in our success every day.

Job Description

*Position will start in July

OppenheimerFunds (“OFI”) Client Relations team is looking for a Service Associate to join our award-winning team, to help us in continuing to provide an exceptional experience for our clients. If you are a professional who is self-motivated, and looking to build a career in the financial services industry working with our shareholders and broker/dealers, this is an excellent entry into the organization!

Ideally, you will have previous phone and customer service experience, you are coachable, have follow-through, and pay high attention to detail. You will have a passion for serving and delighting your clients and you will know that even though it might be your 50th call for the day, it is your client’s one and only and highly critical conversation. Your excellent communication skills will convey your knowledge and caring to each and every client you work with to help achieve their objectives. You will represent OFI as a valued team member ensuring the continuous awarding of honors to our Client Service Team.

This is an excellent opportunity for a recent college graduate, or a seasoned individual looking for a new career track, to get in to a remarkable organization that is embracing transformation. You will have an opportunity for continuous learning, and Series 6 license training is provided.

What you will do:

  • Provide mutual fund account services to investors and broker/dealers by answering incoming telephone calls, helping up to 100 people per day

  • Determine appropriate action necessary to fulfill customer requests by investigating the needs of the customer and broker, and effectively communicating with other departments on our customers' behalf, using your knowledge and complex thinking skills

  • Use our internal account system, internal databases, and other applications as necessary to service our clients

  • While meeting your individual performance standard, contribute to and enhance the team's performance by sharing information with colleagues, effectively using resources and offering alternatives to common problems, formulating and submitting ideas to supervisors, and contributing to a harmonious and professional work environment


  • A passion for helping people who are investing in their futures using excellent verbal and written skills (to include professional telephone etiquette)

  • Demonstrated PC skills, in a windows-based environment. Ability to effectively new applications in a timely manner

  • Must be able to complete a required training course and pass the series 6 exam within six months of hire date

  • Quantifiable ability to show detail orientation

  • Ability to work a standard work-week between the hours of 6:00AM-6:00PM


  • Fluently Bi-Lingual in Spanish/English

  • Series 6 or 7 license

Additional Information

We are a dynamic firm that values teamwork and collaboration, and true to our history, we encourage independent thinking and provide ample opportunities for our people to stand out and make a difference. With offices in New York, Denver, Rochester and Dallas, we work hard to turn our unconventional wisdom into value for investors and pursue excellent results for ourselves and our firm. Learn more about the culture and opportunities at OppenheimerFunds here: https://careers.oppenheimerfunds.com

OppenheimerFunds and its subsidiaries and affiliates provide equal employment opportunity to all qualified individuals without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, veteran status, or any other characteristic protected by law in all employmentfunctions including recruitment, evaluation, selection, promotion, compensation, benefits, training, and termination of employment.

Note that this posting is intended for individual applicants. Search firms or agencies should visit our vendormanagement partner at http://www.recruitalliance.com for more information about doing business with OFI.