Client Service Associate - Private Client Growth

Oppenheimer & Co. Inc.; Newport Beach (CA); On-site; USD 50,000 - 60,000; Full time

Job summary

Oppenheimer & Co. Inc. in Newport Beach, CA is seeking a Client Service Associate to provide exceptional service to clients and financial advisors. Responsibilities include answering inquiries, producing analytical reports, and managing client relationships.

The ideal candidate should possess strong MS Office skills, have prior financial services experience, and be a team player eager to grow and maintain confidentiality. This position offers a salary range of $50,000 - $60,000, with potential for bonuses.

Qualifications

• Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66).
• 1-2 years financial services/fixed income experience preferred.
• Must be able to maintain the highest level of confidentiality.
• Demonstrate strong accuracy and thoroughness in daily work.

Responsibilities

• Service client inquiries and assist financial advisors.
• Produce quality analytical reports using software programs.
• Cultivate and grow existing client relationships.
• Prioritize daily work and schedule appointments.

Skills

MS Office proficiency

Client relationship management

Time management

Team player

Confidentiality

Education

Bachelor's degree preferred

Tools

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

Oppenheimer & Co. Inc. in Newport Beach, CA is seeking a Client Service Associate to provide exceptional service to clients and financial advisors. Responsibilities include answering inquiries, producing analytical reports, and managing client relationships.

The ideal candidate should possess strong MS Office skills, have prior financial services experience, and be a team player eager to grow and maintain confidentiality. This position offers a salary range of $50,000 - $60,000, with potential for bonuses.