Private Client Services Associate

Oppenheimer & Co Inc; Carlsbad (CA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Oppenheimer & Co. Inc. in Carlsbad, CA, seeks a Client Service Associate for its Private Client Division. You will service clients, manage scheduling, and support marketing efforts while handling confidential information with integrity.

The role requires strong MS Office skills, 1–2 years in financial services, and a proactive, team-oriented mindset. A Bachelor’s degree is preferred, and the firm emphasizes professional interaction with advisors and clients.

Qualifications

• Bachelor’s degree or higher preferred.
• 1–2 years financial services/fixed income experience beneficial.
• Proficient with MS Office and quick to learn internal software.
• Strong organizational skills and ability to handle confidential information.

Responsibilities

• Serve clients and support advisors with day-to-day requests.
• Schedule meetings, coordinate events, and manage calendars.
• Maintain client databases and generate analytical reports.
• Assist with marketing efforts and cultivate client relationships.
• Demonstrate integrity and professionalism with all staff and clients.

Skills

FINRA registrations (SIE, Series 7, 63

Team player

Confidentiality

Organizational skills

Professional communication

Proactive mindset

Education

Bachelor's degree (preferred)

Tools

MS Office

Job description

Oppenheimer & Co. Inc. in Carlsbad, CA, seeks a Client Service Associate for its Private Client Division. You will service clients, manage scheduling, and support marketing efforts while handling confidential information with integrity.

The role requires strong MS Office skills, 1–2 years in financial services, and a proactive, team-oriented mindset. A Bachelor’s degree is preferred, and the firm emphasizes professional interaction with advisors and clients.