Client Service Associate - Private Client Support & Events
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. in Summit, NJ is seeking a Client Service Associate for its Private Client Division. You will service clients and advisors, manage scheduling, maintain databases, and provide organizational support in a confidential, fast‑paced environment. The role emphasizes proactive problem solving, collaboration with financial professionals, and assisting with marketing and client events. A bachelor’s degree is preferred, and 1–2 years in financial services plus MS Office proficiency #J-18808-Ljbffr Oppenheimer & Co. Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Associate - Private Client Support & Events in Summit, NJ vacancy
$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading... ...Service Associate to join our Private Client Division in Summit,... ..., general organizational support, as well as client interaction... ...efforts and plan client events Prioritize daily work, track...Private clientLocal area- ...oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the Private Bank Global Families Group at JP Morgan... ..., tuition reimbursement, mental health support, financial coaching and more. Additional...Private clientWork at office
J.P. Morgan
Newark, NJ16 days ago $50k - $53k
Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding... .... About Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations...Private clientFull time- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...including coordinating meetings or events with logistics such as material prep...SuggestedTemporary workWork at officeLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...The primary role is to provide client service management support to our clients and operational support to advisor teams....SuggestedWork at office$60k - $65k
...middle-market investment bank and full service broker-dealer. With roots tracing back... ...& Co is seeking a Registered Client Service Associate to join the Summit, NJ team. The primary responsibility of the role is to support the day-to-day operations of a growing...- Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Summit, NJ, to support daily operations of a wealth management practice. The ideal candidate will have strong interpersonal skills, attention to detail, and a willingness to maintain the highest...
$105k - $135k
...Advisor Firm: Quorum Private Wealth - East Join Our... ...excellence, proactive client service, and seamless behind-the-scenes support. Position Overview Quorum... ...Senior Client Associate to act as a trusted partner... ...enhancements Client Experience & Event Coordination...Full timeWork at officeMonday to Friday$75k - $85k
...Your role We’re looking for a Registered Client Associate to assist financial advisors in client... ...understand the client’s goals. Provide support for client relationship building and... ...information. Educate clients on account services and capabilities. Help with the preparation...Full timeWork at officeUBS
Florham Park, NJ13 hours ago$70k - $80k
...enriching the lives of our clients. We continually seek... ...investment management services to over 90,000... ...Senior Client Service Associate will serve as the liaison... ...Prepare meeting agendas and supporting documents. Print or... ..., coordinate client events, manage holiday cards...Full timeTemporary workWork at officeFlexible hours3 days per weekWealth Enhancement Inc
Woodbridge, NJ1 hour ago- ...investment strategies. Our commitment to our clients is matched only by our dedication to... ...an experienced, proactive Client Service Associate to join Advisor John Voigt’s team. In this... ...and optimize administrative workflows to support our growing practice. Responsibilities...Work at office
$55k - $75k
Sanctuary Wealth Group, through Quorum Private Wealth - East, is seeking an Entry-Level Client Service Associate in Morristown, NJ. This role involves supporting day-to-day client servicing needs, operational workflows, and communication efforts, blending administrative...$55k - $70k
...pride ourselves on delivering exceptional client service while providing comprehensive financial... ..., and personable Client Service Associate to join our team. This role is ideal for... ...will serve as a key member of our team by supporting advisors, coordinating client communications...Work at office$80k - $110k
..., is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare... ...requested data and reports, and assembling detailed support information Assist in preparing and managing email campaigns...Work at office$50k - $70k
...Walsh is seeking motivated and detail‑oriented Registered Client Service Associates to join our growing financial services team. This role is ideal... ...and clients to provide high‑level service, operational support, and relationship management. This position combines client...Work at office- ...based in Parsippany, NJ. Our mission is to understand our clients' unique needs and long-term goals. By collaborating to build... ...looking for a creative, results-oriented Part‑Time Client Service Associate to support our senior advisor. In this role, you will act as the...Remote jobPart timeWork at office
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work... ...provide high‑level service, handle account inquiries, and support daily operations with a client‑centric approach. The role requires...
- Morgan Stanley in Morristown, New Jersey is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The candidate will manage client accounts, assist in transactions, and build trusted relationships. Preferred...Work at office
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services...$25 - $45 per hour
...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...committed to an in-office culture that supports collaboration, engagement, and career development...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Westfield, NJ19 hours ago- JPMorgan Chase & Co. is looking for a Private Client Investment Associate in Montclair, NJ. In this role, you will support Private Client Advisors by providing customer service, marketing, and administrative support. Responsibilities include managing operational requests...Private client
- The Client Accounting Services (CAS) Associate is responsible for providing accounting and payroll support to a portfolio of clients. This position performs day-to-day bookkeeping, quarterly payroll processing, payroll tax compliance, account reconciliations, and assists...Work at officeLocal area
- JPMorgan Chase is seeking a Private Client Investment Associate in Montclair, New Jersey, who will provide essential client service and operational support to Private Client Advisors in Wealth Management. The role includes facilitating requests, maintaining client relationships...Private client
$45k - $60k
...Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing financial services team. This role is ideal... ...with financial advisors and fellow service team members to support clients with account servicing, operational requests,...- ...investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael Klein’s team and support our growing initiatives. Job Brief:...Contract workWork at office
$31.2k - $90k
...Senior Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions... ...• Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Full timeTemporary workWork at officeLocal areaRemote workHome officeNight shift$25 - $45 per hour
...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...committed to an in-office culture that supports collaboration, engagement, and career development...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$105k - $135k
...Group is looking for a Registered Senior Client Associate in Morristown, NJ, to function as a trusted partner for advisors and support high-net-worth client relationships. This... ...manage operational workflows, oversee client service requests, and enhance the client...Full time$125k - $150k
...obsession with exceptional client service, and continuous improvement,... ...are seeking an experienced Associate Wealth Advisor, holding a CFP... ...members across the business. Support investment management,... ...early mornings, evenings, or events. Compensation Base salary:...Summer workWork at officeLocal areaWork from homeMonday to FridayAfternoon shiftEarly shift$120k - $250k
...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We... ...industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a...Private clientWork experience placementPrivate practiceLocal areaEisnerAmper
Woodbridge, NJ2 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate - Private Client Support & Events. Be the first to apply!
Related searches
- service consultant Summit, NJ
- service delivery associate Summit, NJ
- public service officer Summit, NJ
- service worker Summit, NJ
- food service officer Summit, NJ
- services specialist Summit, NJ
- honda service advisor Summit, NJ
- car service advisor Summit, NJ
- toyota service advisor Summit, NJ
- guest services associate Summit, NJ