Private Client Services & Growth Associate

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

Benefits offered by this job

Discretionary bonuses

Job summary

Oppenheimer & Co. Inc. is looking for a Client Service Associate in Carlsbad, CA. This position involves servicing clients, managing appointments, and providing organizational support within the Private Client Division.

The ideal candidate should have a proactive mindset, excellent communication skills, and proficiency in MS Office. A bachelor's degree and financial services experience are preferred. The role offers a salary range of $50,000 - $60,000 and additional compensation opportunities.

Qualifications

• 1-2 years of financial services experience is highly beneficial.
• Willingness to obtain relevant FINRA registrations.
• Ability to maintain confidentiality.

Responsibilities

• Assist clients with day-to-day questions and account procedures.
• Produce analytical reports using software programs.
• Cultivate existing client relationships and assist with marketing.

Skills

Proficiency with MS Office products

Financial services experience

Excellent organizational skills

Team player

Strong communication skills

Education

Bachelor’s degree

Job description

Oppenheimer & Co. Inc. is looking for a Client Service Associate in Carlsbad, CA. This position involves servicing clients, managing appointments, and providing organizational support within the Private Client Division.

The ideal candidate should have a proactive mindset, excellent communication skills, and proficiency in MS Office. A bachelor's degree and financial services experience are preferred. The role offers a salary range of $50,000 - $60,000 and additional compensation opportunities.