Wealth Management Client Services Associate

Oppenheimer & Co. Inc.; New York (NY); On-site; USD 55,000 - 65,000; Full time

Job summary

A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills, a positive disposition, and relevant certifications. The position offers a competitive salary and opportunities for growth within a dynamic team.

Qualifications

• 3+ years’ experience as a sales assistant/CSA in a corporate/brokerage environment.
• Ability to maintain confidentiality and demonstrate initiative.

Responsibilities

• Support Financial Advisors in sales, marketing, and operations.
• Assist clients with account procedures and produce analytical reports.
• Cultivate and grow existing client relationships.

Skills

Interpersonal Skills

Multi-tasking

Organizational Skills

Confidentiality

Team Player

Education

Series 7

Series 63/65 (or 66)

Tools

MS Office

Job description

A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills, a positive disposition, and relevant certifications. The position offers a competitive salary and opportunities for growth within a dynamic team.