Private Client Services Associate - Finance Admin

Oppenheimer & Co Inc; Bethlehem (Northampton County); On-site; USD 42,000 - 62,000; Full time

Job summary

Oppenheimer & Co. Inc. in Bethlehem, PA, is seeking a Client Service Associate to join our Private Client Division.

The role focuses on servicing clients, scheduling, database management, and preparation of client materials, with a proactive approach to anticipate business needs. Ideal candidates have 1–2 years in financial services or fixed income, are proficient with MS Office, and can interact professionally with colleagues and clients.

Qualifications

• 1–2 years in financial services or fixed income preferred.
• Proficient with MS Office; ability to create/edit documents, spreadsheets, presentations.
• Able to interface effectively with colleagues and clients in a professional, friendly manner.
• FINRA registrations: SIE, Series 7/63 or 66 preferred or willing to obtain (sponsorship available)

Responsibilities

• Provide administrative support: create/edit documents, spreadsheets, files, and presentations
• Calendar management and scheduling of meetings, including logistics
• Database management
• Client interaction and service
• Perform special projects as assigned

Skills

Communication skills

Client service mindset

Professional demeanor

Tools

MS Office (Word/Excel/PowerPoint)

Outlook

Job description

Oppenheimer & Co. Inc. in Bethlehem, PA, is seeking a Client Service Associate to join our Private Client Division.

The role focuses on servicing clients, scheduling, database management, and preparation of client materials, with a proactive approach to anticipate business needs. Ideal candidates have 1–2 years in financial services or fixed income, are proficient with MS Office, and can interact professionally with colleagues and clients.