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Client Services Associate — Private Client Division

Job in Portage, Kalamazoo County, Michigan, 49002, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-10-07
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
Job Description & How to Apply Below

Oppenheimer & Co. Inc. in Portage, MI seeks a Client Service Associate to support Private Client operations. You will service clients, coordinate scheduling, manage databases, and interact with advisors, contributing to efficient office workflows.

The ideal candidate has 1–2 years in financial services, proficiency with MS Office, and a proactive, confidential approach to handling information in a fast-paced environment.

Consider building your career as a Client Services Associate — Private Client Division at Oppenheimer & Co Inc.

This role, Client Services Associate — Private Client Division at Oppenheimer & Co Inc, could be your next opportunity.

Are you ready to take on the Client Services Associate — Private Client Division role at Oppenheimer & Co Inc?

We would love to welcome a new Client Services Associate — Private Client Division to our group in Portage, MI, United States.

Position Requirements
10+ Years work experience
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