Private Client Support Professional

6 days ago


Étreux, Hauts-de-France, United States Oppenheimer & Co. Full time
About the Opportunity

This is an exciting opportunity to join Oppenheimer & Co. Inc.'s Private Client Division as a Registered Client Service Associate. The successful candidate will have a strong background in client service and be able to work effectively in a fast-paced environment.

Main Responsibilities
  • Support Financial Advisors in sales, marketing, and operational activities
  • Develop and maintain knowledge of client accounts and preferences
  • Provide high-quality service to clients and advisors through timely and accurate responses
  • Cultivate and grow client relationships through proactive outreach and engagement

A Series 7 and 63/65 (or 66) license is required within the first three months of hire, along with 5+ years' experience working as a sales assistant/CSA in a corporate/brokerage environment. Salary: $75,000 - $90,000 per year.



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