Private Client Services Associate

Oppenheimer & Co Inc; Jericho (NY); On-site; USD 50,000 - 60,000; Full time

Job summary

Oppenheimer & Co. Inc. in Jericho, NY is seeking a Client Service Associate for the Private Client Division. The role focuses on servicing clients, coordinating schedules, marketing support, maintaining databases, and providing organizational help while interacting with clients and advisors.

The ideal candidate has 1–2 years in financial services, is proficient with MS Office, and can handle confidential information with integrity. FINRA registrations are pursued as needed.

Qualifications

• Bachelor’s preferred
• 1–2 years financial services preferred
• Proficient with MS Office and internal tools

Responsibilities

• Learn to service needs of various client accounts and answer day-to-day questions
• Assist clients and advisors with forms and account procedures
• Support research and analytical reporting using available tools
• Help with marketing efforts and client events
• Maintain confidentiality and handle executive information with care

Skills

FINRA registrations

Team player

Confidentiality

Strong communication

Attention to detail

Education

Bachelor's degree preferred

Tools

MS Office Suite

Internal software systems

Job description

Oppenheimer & Co. Inc. in Jericho, NY is seeking a Client Service Associate for the Private Client Division. The role focuses on servicing clients, coordinating schedules, marketing support, maintaining databases, and providing organizational help while interacting with clients and advisors.

The ideal candidate has 1–2 years in financial services, is proficient with MS Office, and can handle confidential information with integrity. FINRA registrations are pursued as needed.