Client Service Associate

Job overview

The Client Service Associate role is onsite in Greensboro, NC. Compensation is not specified. The position is part of Oppenheimer’s Private Client Division, supporting clients, financial advisors, and local office operations. The associate helps clients and advisors navigate account questions and procedures while providing organized, accurate administrative and relationship support. By coordinating meetings, maintaining records, preparing reports, and assisting with client events and marketing, the role supports the division’s client service and business development work.

What you'll do

• Learn account needs and answer day-to-day questions from clients and advisors
• learn forms and account procedures
• use research and technical support tools
• produce analytical reports
• respond accurately and promptly to advisor questions
• cultivate client relationships
• assist with marketing and client events
• prioritize work, track projects and deadlines, answer phones, take messages, and schedule appointments
• interact with office support staff, Financial Advisors, and Management.

What we're looking for

Skills & competencies

client service associate

oppenheimer

greensboro nc

private client division

financial services

client support

advisor support

account procedures

analytical reports

client relationships

meeting coordination

finra registrations

Work arrangement

• Weekend coverage required

Why this role

The posting says the associate is willing to obtain FINRA registrations: SIE, Series 7, and Series 63/65 or 66. A bachelor’s degree and 1–2 years of financial services experience are preferred.

About the employer

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