Client Service Associate

Job overview

The Client Service Associate role is onsite in Newport Beach, CA, with a stated base salary range of $50,000–$60,000 per year; additional discretionary compensation may be available. The role supports Oppenheimer’s Private Client Division, part of a full-service financial services firm. This position helps clients and financial advisors manage day-to-day account needs by coordinating meetings, responding to questions, preparing reports, and supporting client relationships and office operations.

What you'll do

• Respond to day-to-day client and advisor questions
• learn account forms and procedures
• use research and technical tools
• prepare analytical reports
• support advisor relationships and marketing
• plan client events
• prioritize work, track projects and deadlines, answer phones, take messages, and schedule appointments
• maintain confidentiality.

What we're looking for

Skills & competencies

client service associate

newport beach ca

oppenheimer

financial services

client support

financial advisors

account procedures

analytical reports

marketing support

client events

full-time

$50k–$60k/year

Work arrangement

• Weekend coverage required

Why this role

Candidates are expected to be willing to obtain SIE, Series 7, and Series 63/65 or 66 registrations; a bachelor’s degree is preferred.

About the employer

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