Client Service Associate – Wealth Management Support

Oppenheimer & Co. Inc.; Seattle (WA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, Dental, Vision benefits

401(K)

Paid family medical leave

Disability benefits

Job summary

A leading investment firm is seeking a Client Service Associate in Seattle. This role provides support to Financial Professionals and involves daily operations in wealth management. Candidates should possess strong interpersonal and multi-tasking skills, with a preference for those with prior experience in financial services. The role offers a salary range of $50,000 - $60,000 annually, along with a comprehensive benefits package for eligible employees.

Qualifications

• 1-2 years’ experience as sales assistant or CSA in financial services preferred.
• Basic understanding of financial instruments and brokerage products is necessary.
• Ability to interface professionally with employees and clients.

Responsibilities

• Support Financial Professionals in day-to-day operations of wealth management.
• Cultivate existing client relationships and assist with marketing efforts.
• Prepare paperwork for opening and servicing accounts.

Skills

Interpersonal skills

Multi-tasking ability

Attention to detail

Proficiency with technology (MS Office)

Organizational skills

Confidentiality

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

DocuSign

Job description

A leading investment firm is seeking a Client Service Associate in Seattle. This role provides support to Financial Professionals and involves daily operations in wealth management. Candidates should possess strong interpersonal and multi-tasking skills, with a preference for those with prior experience in financial services. The role offers a salary range of $50,000 - $60,000 annually, along with a comprehensive benefits package for eligible employees.