Client Services Associate — Elevate Client Relationships
Listed on 2026-10-07
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Customer Service/HelpDesk
Client Relationship Management, Bank Customer Service
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.
The Client Services Associate — Elevate Client Relationships role at Oppenheimer & Co Inc is now open for applications in Providence, RI, United States.
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This posting is for the Client Services Associate — Elevate Client Relationships role at Oppenheimer & Co Inc, based in Providence, RI, United States.
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