Client Services Associate — Elevate Client Relationships

Oppenheimer & Co Inc; Providence (RI); On-site; USD 42,000 - 66,000; Full time

Job summary

Oppenheimer & Co. Inc. in Providence, RI seeks a Client Services Associate to support private client advisors, manage client interactions, scheduling, and data management. The role emphasizes accuracy, discretion, and strong service orientation.

The ideal candidate has a bachelor’s degree, 1–2 years in financial services, and proficiency with MS Office, with a proactive approach to learning internal tools and supporting marketing efforts and client events.

Qualifications

• Bachelor’s degree preferred.
• 1–2 years financial services experience would be beneficial.
• Proficiency with MS Office and ability to learn internal software quickly.

Responsibilities

• Learn to service needs of accounts and answer day-to-day client questions.
• Develop knowledge of forms and account procedures to assist clients.
• Utilize research and support tools to produce analytical reports.
• Support marketing efforts and plan client events.
• Prioritize daily work and manage schedules and deadlines.

Skills

SIE

Series 7

63/65 (or 66)

MS Office proficiency

confidentiality

client relationship skills

Education

Bachelor’s degree preferred

Tools

MS Office Suite

Job description

Oppenheimer & Co. Inc. in Providence, RI seeks a Client Services Associate to support private client advisors, manage client interactions, scheduling, and data management. The role emphasizes accuracy, discretion, and strong service orientation.

The ideal candidate has a bachelor’s degree, 1–2 years in financial services, and proficiency with MS Office, with a proactive approach to learning internal tools and supporting marketing efforts and client events.