Private Client Service Associate – Admin & Client Support

Oppenheimer & Co Inc; Tampa, Northern (FL, KY); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Oppenheimer & Co. Inc. in Tampa, FL is seeking a Client Service Associate to join our Private Client Division.

The role focuses on servicing clients, marketing, scheduling, prioritizing meetings, and maintaining databases, with a high level of discretion required for confidential information. The ideal candidate has 1-2 years in financial services or fixed income, strong MS Office skills, and the ability to interact professionally with all levels of staff and clients.

Qualifications

• 1-2 years financial services/fixed income experience.
• Proficiency with MS Office including Word, Excel, Outlook and PowerPoint.
• Able to interface and articulate well with all levels of employees and clients in a professional manner.

Responsibilities

• Creation, maintenance and editing of documents, spreadsheets, files, and presentations.
• Calendar management and coordination of meetings, including logistics.
• Database management.
• Client interaction and service.
• Perform special projects as assigned.

Skills

MS Office proficiency

Financial services experience

Client communication

Attention to detail

Tools

Database management

Job description

Oppenheimer & Co. Inc. in Tampa, FL is seeking a Client Service Associate to join our Private Client Division.

The role focuses on servicing clients, marketing, scheduling, prioritizing meetings, and maintaining databases, with a high level of discretion required for confidential information. The ideal candidate has 1-2 years in financial services or fixed income, strong MS Office skills, and the ability to interact professionally with all levels of staff and clients.