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Dynamic Private Client Services Associate

Job in Carlsbad, San Diego County, California, 92002, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-08-07
Job specializations:
  • Business
Salary/Wage Range or Industry Benchmark: 50000 - 60000 USD Yearly USD 50000.00 60000.00 YEAR
Job Description & How to Apply Below

Oppenheimer & Co Inc is seeking a Client Service Associate to join their Private Client Division in Carlsbad, California. This role involves servicing clients, managing schedules, and providing organizational support while maintaining confidentiality.

The ideal candidate should possess strong organizational skills, proficiency in MS Office, and a proactive mindset to anticipate business needs. A competitive salary ranging from $50,000 to $60,000 is offered, along with potential bonuses.

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Position Requirements
10+ Years work experience
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