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Private Client Services Specialist

Job in Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 55000 - 60000 USD Yearly USD 55000.00 60000.00 YEAR
Job Description & How to Apply Below

Oppenheimer & Co Inc. is seeking a Client Service Associate in Stamford, CT or White Plains, NY. The role focuses on servicing clients, supporting advisors, and coordinating meetings while handling confidential information.

The ideal candidate will have 1–2 years of financial services experience, a bachelor’s degree preferred, and proficiency with MS Office. The position offers growth opportunities within a private client division and a full-time schedule.

We are seeking a motivated Private Client Services Specialist to join Oppenheimer & Co Inc in Stamford, CT, United States.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Stamford, CT, United States.

This opportunity is part of our work in Finance, Sales.

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