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Private Client Services Associate Client Relations

Job in Oro Valley, Pima County, Arizona, USA
Listing for: Oppenheimer & Co. Inc.
Full Time position
Listed on 2026-07-15
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Services Associate - Growth & Client Relations

Oppenheimer & Co. Inc. in Oro Valley, AZ seeks a Client Service Associate to support Private Client activities and client interactions. The role emphasizes servicing clients, scheduling, marketing support, and data management, with a proactive approach to anticipate business needs.

The ideal candidate may have 1–2 years in financial services, a Bachelor’s degree, and is willing to obtain FINRA registrations (SIE, Series 7, and 63/65). Proficiency with MS Office and confidentiality are essential.

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Position Requirements
10+ Years work experience
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