Client Service Associate — Private Client Division

Job overview

The Client Service Associate — Private Client Division role is onsite in Chicago, IL. The posting gives a base salary range of $50,000–$60,000 per year for a full-time schedule; compensation for part-time roles is adjusted to reflect hours. Oppenheimer is an investment bank and full-service broker-dealer, and this role supports its Private Client Division. The associate helps clients and financial advisors manage day-to-day account needs while providing organized administrative and analytical support. By responding accurately, coordinating meetings and client events, and maintaining client relationships, the role contributes to service quality and the division’s business development.

What you'll do

• Answer day-to-day client and advisor questions
• learn account forms and procedures
• use research and technical support tools
• produce analytical reports
• respond to questions about firm services
• cultivate client relationships
• assist with marketing and client events
• prioritize work and track 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

private client division

financial services

client support

financial advisor support

account procedures

analytical reports

client events

finra registrations

part-time

chicago il

oppenheimer

$50,000–$60,000/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Eligible employees may receive health, dental, vision, mental health and wellness programs, 401(k), paid time off, paid family medical leave, and disability benefits.

Why this role

Candidates must be willing to obtain FINRA registrations: SIE, Series 7, and Series 63/65 or 66. 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.