Client Services Associate, Private Client (DC)

TradeJobsWorkforce; Arlington (VA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

PTO

Job summary

Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Washington, D.C.

The role focuses on servicing clients, scheduling, marketing support, and coordinating meetings, with high confidentiality and initiative in supporting executive discussions. The successful candidate will develop knowledge of account procedures, assist with marketing and events, and interact professionally with advisors and clients while maintaining accuracy and timely responses.

Qualifications

• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66)
• Bachelor's preferred
• 1-2 years financial services/fixed income experience beneficial
• Proficiency with MS Office (Word, Excel, PowerPoint, Outlook) and ability to learn internal software
• Team player with energetic, positive disposition and growth mindset
• Must maintain high level of confidentiality
• Strong accuracy, thoroughness and organizational skills
• Ability to interact professionally with all levels of staff and clients under deadlines

Responsibilities

• Learn and adapt to service needs of various accounts to answer day-to-day questions from clients and advisors
• Develop knowledge of forms and account procedures to assist clients
• Use research and internal tools to produce analytical reports
• Promote firm services by strengthening relationships with advisors through timely responses
• Interact with local office members, advisors and management to support operations

Skills

FINRA Registrations

MS Office

Team player

Confidentiality

Organizational skills

Communication

Education

Bachelor's degree

Job description

Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Washington, D.C.

The role focuses on servicing clients, scheduling, marketing support, and coordinating meetings, with high confidentiality and initiative in supporting executive discussions. The successful candidate will develop knowledge of account procedures, assist with marketing and events, and interact professionally with advisors and clients while maintaining accuracy and timely responses.