Private Client Services Associate – DC Wealth

Oppenheimer & Co. Inc.; Washington (District of Columbia); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Dental and Vision insurance

401(K)

Paid time off

Job summary

Oppenheimer & Co. Inc. is hiring a Client Service Associate in Washington D.C. to provide client servicing and organizational support. The role involves client interaction, managing databases, and assisting with marketing efforts.

The ideal candidate should have a Bachelor’s degree and experience in financial services. Proficiency in MS Office and a proactive mindset are essential. This position offers a salary range of $50,000 to $60,000 annually, along with a comprehensive benefits package.

Qualifications

• Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66).
• 1-2 years financial services experience would be highly beneficial.
• Must maintain confidentiality and demonstrate accuracy in work.

Responsibilities

• Assist clients with various accounts and answer day-to-day questions.
• Develop knowledge of forms and account procedures.
• Produce analytical reports using software tools.

Skills

Technology proficiency (MS Office)

Financial services experience

Confidentiality

Organizational skills

Positive disposition

Team player

Education

Bachelor’s degree

Tools

MS Office

Job description

Oppenheimer & Co. Inc. is hiring a Client Service Associate in Washington D.C. to provide client servicing and organizational support. The role involves client interaction, managing databases, and assisting with marketing efforts.

The ideal candidate should have a Bachelor’s degree and experience in financial services. Proficiency in MS Office and a proactive mindset are essential. This position offers a salary range of $50,000 to $60,000 annually, along with a comprehensive benefits package.