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Private Client Services Associate

Job in Jericho, Nassau County, New York, 11753, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 50000 - 60000 USD Yearly USD 50000.00 60000.00 YEAR
Job Description & How to Apply Below
Location: Jericho

Oppenheimer & Co. Inc. in Jericho, NY is seeking a Client Service Associate for the Private Client Division. The role focuses on servicing clients, coordinating schedules, marketing support, maintaining databases, and providing organizational help while interacting with clients and advisors.

The ideal candidate has 1–2 years in financial services, is proficient with MS Office, and can handle confidential information with integrity. FINRA registrations are pursued as needed.

This is a genuine opportunity to take on the Private Client Services Associate role at Oppenheimer & Co Inc.

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 Jericho, NY, United States and grow with us.

Please review the full job details above before applying.

Position Requirements
10+ Years work experience
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