Private Client Services & Growth Associate
Listed on 2026-10-06
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Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
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.
Our team is growing, and we are hiring a Private Client Services & Growth Associate in Carlsbad, CA, United States.
Join Oppenheimer & Co. Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Private Client Services & Growth Associate role at Oppenheimer & Co. Inc., based in Carlsbad, CA, United States.
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