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Private Client Services Associate – Finance & Client Care

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Oppenheimer & Co
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading investment bank in Tampa, FL is seeking a Client Service Associate to provide administrative support, manage client interactions, and assist with special projects. The ideal candidate should have a Bachelor's degree and 1-2 years of financial services experience, showing proficiency in MS Office. As part of the role, the individual will coordinate meetings and handle database management while anticipating business needs.

This position also requires registration with FINRA, supported by the firm.
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Position Requirements
10+ Years work experience
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