Client Service Associate - Financial Advisory Growth

Oppenheimer & Co Inc; Pickerington (OH); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Oppenheimer & Co. Inc. is hiring a Client Service Associate in the Private Client Division. The role focuses on servicing clients, scheduling, marketing support, and helping with account procedures.

The ideal candidate will have 1–2 years in financial services, with MS Office proficiency, a team-oriented mindset, and strong confidentiality. FINRA registrations (SIE, Series 7, and 63/65 or 66) are encouraged as part of career growth.

Qualifications

• FINRA registrations (SIE) required or to be obtained
• Bachelor’s degree preferred
• 1–2 years of financial services experience
• Proficiency with MS Office and internal software
• Team player with professional demeanor and discretion
• Strong accuracy and organizational skills
• Ability to communicate clearly with all levels of staff and clients

Responsibilities

• Learn to service needs of various accounts and answer day-to-day client questions
• Develop knowledge of forms and account procedures
• Utilize research and support tools
• Produce analytical reports using software programs
• Support marketing efforts and plan client events
• Maintain confidentiality and professional conduct
• Interact with Financial Advisors and management in the local office

Skills

FINRA SIE

Series 7

63/65/66

Bachelor's degree

Financial services experience

MS Office

Team player

Confidentiality

Attention to detail

Communication

Education

Bachelor's degree

Tools

MS Office

Job description

Oppenheimer & Co. Inc. is hiring a Client Service Associate in the Private Client Division. The role focuses on servicing clients, scheduling, marketing support, and helping with account procedures.

The ideal candidate will have 1–2 years in financial services, with MS Office proficiency, a team-oriented mindset, and strong confidentiality. FINRA registrations (SIE, Series 7, and 63/65 or 66) are encouraged as part of career growth.