Client Service Associate

Job overview

The Client Service Associate works onsite in Oppenheimer’s Bethlehem, PA branch office. Compensation is not specified. Oppenheimer is a middle-market investment bank and full-service broker-dealer; this role supports its Private Client Division. The associate provides administrative and client-service support, helping the branch coordinate meetings, maintain records, and respond to client needs. The role also handles confidential information and supports projects and materials for executive discussions and meetings.

What you'll do

• Create, maintain, and edit documents, spreadsheets, files, and presentations
• manage calendars and meeting logistics
• maintain databases
• interact with and service clients
• complete special projects as assigned.

What we're looking for

Skills & competencies

client service associate

bethlehem pa

oppenheimer

private client division

financial services

client support

calendar management

database management

microsoft office

bachelor’s degree

finra registrations

series 7

series 63

series 66

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree and 1–2 years of financial services or fixed-income experience. SIE and Series 7/63 or 66 registrations are preferred or may be obtained with sponsorship.

About the employer

Oppenheimer & Co. Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.