Private Client Service Specialist

Oppenheimer & Co Inc; St. Louis, Northern (MO, KY); Hybrid; USD 55,000 - 74,000; Full time

Job summary

Oppenheimer & Co Inc in St. Louis, MO seeks a Client Service Associate to support the private client division, service clients, coordinate meetings, and maintain confidential information with high discretion.

The role requires 1–2 years in financial services, proficiency in MS Office, and willingness to obtain FINRA registrations. You will assist advisors, prepare reports, and help with client events and outreach.

Qualifications

• 1–2 years financial services experience preferred.
• Ability to maintain the highest level of confidentiality.
• Strong organizational skills and attention to detail.

Responsibilities

• Learn client account procedures to answer day-to-day client questions.
• Produce quality analytical reports using software tools.
• Assist with marketing efforts and plan client events.
• Prioritize daily work and coordinate meetings and schedules.
• Interact professionally with clients, advisors, and management.

Skills

Team player

Confidentiality

Organizational skills

Strong accuracy

Client interaction

Communication

Education

Bachelor’s degree preferred

Tools

MS Office

Job description

Oppenheimer & Co Inc in St. Louis, MO seeks a Client Service Associate to support the private client division, service clients, coordinate meetings, and maintain confidential information with high discretion.

The role requires 1–2 years in financial services, proficiency in MS Office, and willingness to obtain FINRA registrations. You will assist advisors, prepare reports, and help with client events and outreach.