Client Services Associate, Private Client Support

Oppenheimer & Co. Inc.; Providence (RI); On-site; USD 45,000 - 75,000; Full time

Job summary

Oppenheimer & Co. Inc. in Providence, RI seeks a Client Service Associate for the Private Client Division. You will support client services, scheduling, and marketing efforts, while handling confidential information and coordinating with Financial Advisors.

Ideal candidates have 1–2 years in financial services, a Bachelor’s degree preferred, and strong MS Office skills. This role emphasizes accuracy, organization, and professional communication with clients and staff.

Qualifications

• Bachelor’s preferred.
• 1–2 years financial services/fixed income experience would be highly beneficial.
• Proficiency with MS Office and the ability to learn internal software.
• Must maintain the highest level of confidentiality.

Responsibilities

• Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors.
• Develop knowledge of forms and account procedures to assist clients.
• Learn to utilize research and technical support tools.
• Produce quality analytical reports using various software programs.
• Promote firm services by enhancing relationships with advisors through timely and accurate responses.

Skills

Customer service

Communication

Organization

Confidentiality

Education

Bachelor's degree

Tools

MS Office

CRM software

Job description

Oppenheimer & Co. Inc. in Providence, RI seeks a Client Service Associate for the Private Client Division. You will support client services, scheduling, and marketing efforts, while handling confidential information and coordinating with Financial Advisors.

Ideal candidates have 1–2 years in financial services, a Bachelor’s degree preferred, and strong MS Office skills. This role emphasizes accuracy, organization, and professional communication with clients and staff.