Client Services Associate — Private Client Division

Oppenheimer & Co Inc; Portage (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

Oppenheimer & Co. Inc. in Portage, MI seeks a Client Service Associate to support Private Client operations. You will service clients, coordinate scheduling, manage databases, and interact with advisors, contributing to efficient office workflows.

The ideal candidate has 1–2 years in financial services, proficiency with MS Office, and a proactive, confidential approach to handling information in a fast-paced environment.

Qualifications

• 1–2 years financial services experience would be highly beneficial.
• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66).
• Bachelor’s preferred.
• Proficiency with technology including MS Office and ability to learn internal software programs.

Responsibilities

• Serve clients and advisors; answer day-to-day questions.
• Schedule meetings and manage calendars.
• Maintain client databases and prepare reports.
• Support marketing efforts and client events.

Skills

Client service

Communication

Confidentiality

Time management

Education

Bachelor’s degree

Tools

MS Office

Internal software

Job description

Oppenheimer & Co. Inc. in Portage, MI seeks a Client Service Associate to support Private Client operations. You will service clients, coordinate scheduling, manage databases, and interact with advisors, contributing to efficient office workflows.

The ideal candidate has 1–2 years in financial services, proficiency with MS Office, and a proactive, confidential approach to handling information in a fast-paced environment.