Financial Services Representative

3 weeks ago


Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time
Job Title

Client Service Associate

We are seeking a detail-oriented and proactive professional to join our Private Client Division in Boston, MA.

Key Responsibilities:
  • Provide administrative support including document creation, editing, and maintenance
  • Calendar management and meeting coordination, including logistics
  • Database management and client interaction
  • Special projects as assigned by senior staff

Requirements:
  • Bachelor's degree preferred
  • 1-2 years of experience in financial services or fixed income
  • Proficiency in MS Office products (Word, Excel, Outlook, PowerPoint)
  • Friendly and professional communication with employees and clients at all levels
  • FINRA Licenses: Series 7 or SIE preferred
Salary Information:

$65,000 - $85,000 per year

Description:

The Client Service Associate will be responsible for providing exceptional service to high net worth individuals and families. This includes scheduling meetings, preparing documents, and managing databases.

This is a highly visible role that requires a high level of discretion and professionalism.

Benefits include competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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