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Added 2 days ago
Jr. Operations Specialist (Dividends)
Oppenheimer & Co. Inc.
New York, NY
Added 3 days ago
O&
Investment Banking Administrative Assistant
Oppenheimer & Co. Inc.
New York, NY
- $75,000 to $80,000 USD / year
Added 3 days ago
Investment Banking Associate, Technology
Oppenheimer & Co. Inc.
New York, NY
Added 5 days ago
Client Service Associate (Fort Worth, TX)
Oppenheimer & Co. Inc.
Fort Worth, TX
Added 5 days ago
Registered Client Service Associate (Midtown East, NY)
Oppenheimer & Co. Inc.
New York, NY
Added 6 days ago
Investment Banking Associate - Financial Institutions
Oppenheimer & Co. Inc.
New York, NY
Added 6 days ago
Client Service Associate (Tampa, FL)
Oppenheimer & Co. Inc.
Tampa, FL
Added 6 days ago
Branch Operations Specialist (Saddlebrook, NJ)
Oppenheimer & Co. Inc.
Saddle Brook, NJ · Florham Park, NJ
Added 6 days ago
Investment Banking Associate – Global Fund Placement & Advisory
Oppenheimer & Co. Inc.
New York, NY
Added 6 days ago
O&
Registered Client Service Associate (Seattle or Bellevue)
Oppenheimer & Co. Inc.
Seattle, WA
- $60,000 to $70,000 USD / year
Added 6 days ago
O&
Client Service Associate (Seattle or Bellevue)
Oppenheimer & Co. Inc.
Seattle, WA
- $50,000 to $60,000 USD / year
Added 6 days ago
Registered Client Service Associate (Newport Beach or Los Angeles)
Oppenheimer & Co. Inc.
Los Angeles, CA
Added 6 days ago
Investment Banking Healthcare M&A Associate
Oppenheimer & Co. Inc.
New York, NY
Added 6 days ago
Investment Banking ECM Director / VP
Oppenheimer & Co. Inc.
New York, NY
Added 6 days ago
Registered Client Service Associate (The Woodlands, TX)
Oppenheimer & Co. Inc.
The Woodlands, TX
Added 6 days ago
Registered Client Service Associate (Virginia Beach, VA)
Oppenheimer & Co. Inc.
Virginia Beach, VA
Added 6 days ago
O&
Registered Client Service Associate (Boston, MA)
Oppenheimer & Co. Inc.
Boston, MA
- $60,000 to $65,000 USD / year
Added 6 days ago
O&
Client Service Associate (Boston, MA)
Oppenheimer & Co. Inc.
Boston, MA
- $50,000 to $55,000 USD / year
Added 6 days ago
Investment Banking Debt Advisory & Restructuring Associate
Oppenheimer & Co. Inc.
New York, NY
Added 6 days ago
Research Associate - Emerging Technologies and Services
Oppenheimer & Co. Inc.
New York, NY
Added 6 days ago
Registered Client Service Associate (Richmond,VA)
Oppenheimer & Co. Inc.
Richmond, VA
Added 6 days ago
Client Service Associate (Carlsbad, CA)
Oppenheimer & Co. Inc.
Carlsbad, CA
Added 6 days ago
Client Service Associate (Newport Beach, CA)
Oppenheimer & Co. Inc.
Newport Beach, CA
Added 6 days ago
Registered Client Service Associate (Fort Lauderdale, FL)
Oppenheimer & Co. Inc.
Fort Lauderdale, FL
Added 6 days ago
Client Service Associate (Bethlehem, PA)
Oppenheimer & Co. Inc.
Bethlehem, PA

Oppenheimer & Co. Inc.

Client Service Associate (Jericho, NY)

Jericho, NY, United States

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Job details

Posting language: English
Posted: Oct 1, 2026

Original job description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Jericho, NY. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs, and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
Quickly develop knowledge of a variety of forms and account procedures in order 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

Skills/Requirements

Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
Bachelor’s preferred
1-2 years financial services preferred
Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
Must be able to maintain the highest level of confidentiality
Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
Demonstrate the ability to handle multiple tasks to completion with little or no supervision

Compensation:

For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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More about this job

Skills

Scheduling
Prioritization
Research
Technical support
Administer appointments
Microsoft Office
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Confidentiality
Organizational skills

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