Client Services Associate - Financial Advisory Growth

Oppenheimer & Co Inc; Florham Park (NJ); On-site; USD 50,000 - 55,000; Full time

Job summary

Oppenheimer & Co. Inc in Florham Park, NJ is seeking a Client Service Associate to join the Private Client Division.

The role focuses on servicing clients, marketing, scheduling meetings, managing databases, and providing organizational support. The ideal candidate will anticipate business needs, interact with clients and advisors, and handle highly confidential tasks while preparing information for executive discussions.

Qualifications

• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66).
• 1–2 years in financial services preferred.
• Proficiency with MS Office and ability to learn internal software.
• Strong confidentiality and professional communication.

Responsibilities

• Service clients and advisors in the Private Client Division.
• Assist with scheduling meetings and handling client inquiries.
• Produce quality analytical reports using various software programs.
• Support marketing efforts and plan client events.
• Interface with management and clients in a professional manner.
• Maintain confidentiality and handle sensitive information.

Skills

Team player

Confidentiality

Attention to detail

Organizational skills

Education

Bachelor's preferred

Tools

MS Office

Job description

Oppenheimer & Co. Inc in Florham Park, NJ is seeking a Client Service Associate to join the Private Client Division.

The role focuses on servicing clients, marketing, scheduling meetings, managing databases, and providing organizational support. The ideal candidate will anticipate business needs, interact with clients and advisors, and handle highly confidential tasks while preparing information for executive discussions.