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Client Service Associate - Private Client Support & Events

Job in Summit, Union County, New Jersey, 07902, USA
Listing for: Oppenheimer & Co. Inc.
Full Time position
Listed on 2026-07-14
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Customer Service Rep, Client Relationship Manager, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 50000 - 60000 USD Yearly USD 50000.00 60000.00 YEAR
Job Description & How to Apply Below

Oppenheimer & Co. Inc. in Summit, NJ is seeking a Client Service Associate for its Private Client Division.

You will service clients and advisors, manage scheduling, maintain databases, and provide organizational support in a confidential, fast‑paced environment. The role emphasizes proactive problem solving, collaboration with financial professionals, and assisting with marketing and client events. A bachelor’s degree is preferred, and 1–2 years in financial services plus MS Office proficiency

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Position Requirements
10+ Years work experience
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