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Client Services Associate — Elevate Client Relationships
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-08-30
Listing for:
Oppenheimer & Co Inc
Full Time
position Listed on 2026-08-30
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Oppenheimer & Co. Inc. in Providence, RI seeks a Client Services Associate to support private client advisors, manage client interactions, scheduling, and data management. The role emphasizes accuracy, discretion, and strong service orientation.
The ideal candidate has a bachelor’s degree, 1–2 years in financial services, and proficiency with MS Office, with a proactive approach to learning internal tools and supporting marketing efforts and client events.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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