Client Service Associate (Carlsbad, CA)
Compensation
$50k – $60k /yr
Employment type
Full-time
Work setting
On-site
Location
Carlsbad, CA
Schedule
Day shift
Posted
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Job overview
The Client Service Associate (Carlsbad, CA) is an onsite role based in Carlsbad, CA, with a salary range of $50,000 - $60,000 per year. This position supports the Private Client Division at Oppenheimer & Co. Inc., a leading middle-market investment bank and full-service broker-dealer. The role exists to provide comprehensive organizational and administrative support to the Private Client Division. The associate manages client interactions, coordinates meetings, maintains databases, and assists with marketing efforts to ensure high-quality service and operational efficiency for the firm's financial advisors and their clients.
What we're looking for
- Skills & competencies
- full-timeday shiftcarlsbad caoppenheimer & co. inc.financial servicesclient supportadministrativeentry-levelonsiteno degree required$50k-$60k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Discretionary bonus eligibility
About the employer
Oppenheimer & Co. Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4000.00
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Listing ID: 431c82cb-8b83-4f07-8bfa-b5e944ec890c