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Client Service Associate - Financial Advisory

Job in Pickerington / Canal Winchester, Fairfield County, Ohio, 43147, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales
Salary/Wage Range or Industry Benchmark: 42000 - 64000 USD Yearly USD 42000.00 64000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate - Financial Advisory Growth

Oppenheimer & Co. Inc. is hiring a Client Service Associate in the Private Client Division. The role focuses on servicing clients, scheduling, marketing support, and helping with account procedures.

The ideal candidate will have 1–2 years in financial services, with MS Office proficiency, a team-oriented mindset, and strong confidentiality. FINRA registrations (SIE, Series 7, and 63/65 or 66) are encouraged as part of career growth.

We are looking to fill the Client Service Associate - Financial Advisory Growth position at Oppenheimer & Co Inc in Pickerington, OH, United States.

The position is based in Pickerington, OH, United States.

This opportunity is part of our work in Management & Operations, Sales.

The advertised compensation is 42.000 - 64.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Position Requirements
10+ Years work experience
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