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Client Service Associate, Private Client Services

Job in Oro Valley, Pima County, Arizona, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-07-16
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bank Customer Service, Retail Associate/ Customer Service, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 52000 - 65000 USD Yearly USD 52000.00 65000.00 YEAR
Job Description & How to Apply Below

Oppenheimer & Co. Inc. in Oro Valley, AZ seeks a Client Service Associate to join its Private Client Division. You will service clients, assist advisors, handle scheduling, and maintain client databases while delivering high-quality, confidential support.

Ideal candidates have a proactive mindset, willingness to obtain FINRA registrations (SIE, Series 7, 63/65 or 66), strong MS Office skills, and the ability to manage multiple tasks with accuracy and discretion.

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Position Requirements
10+ Years work experience
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