Customer Service and Operations Associate

4 days ago


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

Oppenheimer & Co. Inc. is seeking a highly skilled and organized individual to join our team as a Client Service Associate in Boston, MA.

In this role, you will be responsible for providing exceptional service to high net worth individuals and families, including scheduling meetings, preparing documents, and managing databases.

You will work closely with senior staff to manage special projects and maintain accurate databases.

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

With a competitive salary of $65,000 - $85,000 per year and comprehensive benefits package, we offer an attractive compensation and benefits package.

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


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