Private Client Services Associate — Growth & Analytics

Oppenheimer & Co Inc; Greensboro (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

Oppenheimer & Co Inc. in Greensboro, NC is seeking a Client Service Associate to support the Private Client Division.

You will service clients, assist with scheduling, data management and interaction with advisors, while handling confidential information with professionalism. The ideal candidate will have 1–2 years in financial services, be willing to pursue FINRA registrations, and demonstrate strong organizational and communication skills alongside proficiency in MS Office.

Qualifications

• Willing to obtain FINRA registrations: SIE, Series 7 and 63/65 (or 66)
• Bachelor’s degree preferred
• 1-2 years financial services preferred
• Proficiency with MS Office (Word, Excel, PowerPoint, Outlook) and ability to learn internal software

Responsibilities

• Learn and adapt to service the needs of various accounts to answer day-to-day questions from clients and advisors
• Quickly develop knowledge of forms and account procedures to assist clients
• Produce quality analytical reports using various software programs
• Promote Firm services by enhancing relationships with advisors through timely and accurate responses
• Cultivate and grow existing client relationships and assist with marketing efforts and events

Job description

Oppenheimer & Co Inc. in Greensboro, NC is seeking a Client Service Associate to support the Private Client Division.

You will service clients, assist with scheduling, data management and interaction with advisors, while handling confidential information with professionalism. The ideal candidate will have 1–2 years in financial services, be willing to pursue FINRA registrations, and demonstrate strong organizational and communication skills alongside proficiency in MS Office.