Private Client Service Associate — Finance
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Financial Services, Banking Operations
Oppenheimer & Co. Inc. seeks a Client Service Associate in Newport Beach, CA. You will service clients, assist advisors, manage scheduling, and support marketing efforts while handling confidential information with integrity.
The role requires potentially obtaining FINRA registrations, strong MS Office skills, and a proactive, organized approach to support a Private Client Division. Salary range reflects California expectations and discretionary bonuses may apply.
Step into the Private Client Service Associate — Finance role at Oppenheimer & Co Inc in Newport Beach, CA, United States and grow with us.
Join Oppenheimer & Co Inc and contribute to our ongoing work.
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This posting is for the Private Client Service Associate — Finance role at Oppenheimer & Co Inc, based in Newport Beach, CA, United States.
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