More jobs:
Client Services Associate, Private Client Support
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-09-09
Listing for:
Oppenheimer & Co. Inc.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Oppenheimer & Co. Inc. in Providence, RI seeks a Client Service Associate for the Private Client Division. You will support client services, scheduling, and marketing efforts, while handling confidential information and coordinating with Financial Advisors.
Ideal candidates have 1–2 years in financial services, a Bachelor’s degree preferred, and strong MS Office skills. This role emphasizes accuracy, organization, and professional communication with clients and staff.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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