Private Client Service Associate – Growth & Impact

Oppenheimer & Co. Inc.; Boston (MA); On-site; USD 50,000 - 55,000; Full time

Job summary

Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The candidate will service clients, handle organization tasks, and manage client relations.

The ideal candidate will demonstrate proficiency with MS Office products, possess organizational skills, and have a proactive mindset. The base salary range is $50,000 - $55,000 per year, with potential bonus eligibility.

Qualifications

• Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66).
• 1-2 years financial services/fixed income experience would be highly beneficial.
• Proficiency with technology and ability to learn internal software programs.

Responsibilities

• Service clients and answer day-to-day questions from clients and advisors.
• Produce quality analytical reports using various software programs.
• Assist with marketing efforts and plan client events.

Skills

Proficiency with MS Office products

Team player

Strong organizational skills

Energetic, positive disposition

Ability to maintain confidentiality

Education

Bachelor’s preferred

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Job description

Oppenheimer & Co. Inc. is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The candidate will service clients, handle organization tasks, and manage client relations.

The ideal candidate will demonstrate proficiency with MS Office products, possess organizational skills, and have a proactive mindset. The base salary range is $50,000 - $55,000 per year, with potential bonus eligibility.