Private Client Services Associate
Listed on 2026-09-27
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Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Oppenheimer & Co. Inc. is seeking a Client Service Associate for the Private Client Division in Stamford, CT or White Plains, NY. You will service clients, support meetings, manage databases, and assist with marketing efforts while maintaining confidentiality and professionalism.
The role requires 1–2 years in financial services, strong MS Office skills, and a proactive, client-focused approach to support advisors and staff.
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This posting is for the Private Client Services Associate role at Oppenheimer & Co Inc, based in CT, United States.
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