Client Service Associate - Financial Services
Job in
Kalamazoo, Kalamazoo County, Michigan, 49006, USA
Listed on 2026-03-02
Listing for:
Oppenheimer & Co
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading investment firm is seeking a Client Service Associate for its Private Client Division in Kalamazoo, MI. This role involves servicing clients, managing calendars and databases, and providing organizational support. The ideal candidate will have 1-2 years of financial services experience and proficiency with MS Office. Successful applicants will possess strong communication skills and a proactive mindset. The firm is willing to sponsor necessary FINRA registrations.
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Position Requirements
10+ Years
work experience
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