Client Service Associate; Boston, MA

Client Service Associate (Boston, MA) at Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle‑market investment bank and full‑service broker‑dealer, founded in 1881. The company provides retail securities brokerage, institutional sales and trading, investment banking, equity and fixed‑income research, market making, trust services, investment advisory and asset management services.

The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, and client interaction. The role will handle details of a highly confidential and critical nature and prepare information for use in discussions and meetings of executive staff.

• Learn and adapt to service the needs of various accounts, answering day‑to‑day questions from clients and advisors.
• Quickly develop knowledge of a variety of forms and account procedures to assist clients.
• Learn to utilize research and technical support tools.
• Produce quality analytical reports using various software programs.
• Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions.
• Act with integrity and respect in all situations.
• Cultivate and grow existing client relationships.
• Assist with marketing efforts and plan client events.
• Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.
• Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts.
• Local office interaction with other support members, Financial Advisors and Management.

• Willing to obtain FINRA registrations: SIE, Series 7, and 63/65 (or 66).
• Bachelor’s degree preferred.
• 1–2 years of financial services/fixed‑income experience highly beneficial.
• High proficiency with technology including MS Office (Word, Excel, PowerPoint, Outlook) and ability to learn internal software quickly.
• Team player with an energetic, positive disposition seeking growth and opportunity to expand the role.
• Maintain the highest level of confidentiality.
• Strong accuracy, thoroughness, and superb organizational skills.
• Excellent communication with all levels of employees, management and clients in a professional, timely and friendly manner.
• Able to meet designated deadlines and work effectively in a pressurized environment under time constraints.
• Ability to handle multiple tasks to completion with little or no supervision.

The current base salary range for this role is $50,000.00–$55,000.00 per year, with additional forms of compensation such as discretionary bonus possible.

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