Client Service Associate – Private Client Services

Oppenheimer & Co Inc; Chicago (IL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Mental Health & Wellness

401(k)

PTO

Job summary

Oppenheimer & Co. Inc. in Chicago, IL seeks a Client Service Associate to support the Private Client Division in the daily servicing of clients, scheduling, marketing, and data management.

The ideal candidate will proactively anticipate business needs and handle highly confidential information with discretion and professionalism. The role emphasizes client interaction, coordination with Financial Advisors, and contributing to a smooth office workflow.

Qualifications

• Bachelor’s degree preferred.
• 1–2 years financial services experience beneficial.
• Proficient with MS Office and internal software.

Responsibilities

• Learn to service the needs of various accounts and answer day-to-day client questions.
• Assist with scheduling meetings and prioritizing tasks.
• Produce quality analytical reports using various software programs.
• Support marketing efforts and client events.

Skills

FINRA registrations

MS Office

Discretion

Client service

Education

Bachelor’s degree

Tools

CRM software

Internal software

Job description

Oppenheimer & Co. Inc. in Chicago, IL seeks a Client Service Associate to support the Private Client Division in the daily servicing of clients, scheduling, marketing, and data management.

The ideal candidate will proactively anticipate business needs and handle highly confidential information with discretion and professionalism. The role emphasizes client interaction, coordination with Financial Advisors, and contributing to a smooth office workflow.