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Private Client Services Associate

Job in Hartford, Hartford County, Connecticut, 06112, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-09-30
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 55000 - 60000 USD Yearly USD 55000.00 60000.00 YEAR
Job Description & How to Apply Below

Oppenheimer & Co. Inc. is seeking a Client Service Associate for the Private Client Division in Stamford, CT or White Plains, NY. You will service clients, support meetings, manage databases, and assist with marketing efforts while maintaining confidentiality and professionalism.

The role requires 1–2 years in financial services, strong MS Office skills, and a proactive, client-focused approach to support advisors and staff.

Our team is growing, and we are hiring a Private Client Services Associate in CT, United States.

For the Private Client Services Associate position at Oppenheimer & Co Inc, we are reviewing applications now.

Step into the Private Client Services Associate role at Oppenheimer & Co Inc in CT, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

Position Requirements
10+ Years work experience
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