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Private Client Services Associate Client Relations
Job in
Oro Valley, Pima County, Arizona, USA
Listed on 2026-07-15
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
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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