Wealth Management Client Services Associate

Oppenheimer & Co Inc; Seattle, Northern (WA, KY); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, Dental, Vision benefits

401(k)

PTO benefits

Paid family medical leave

Disability benefits

Job summary

Oppenheimer & Co. Inc. is seeking a Client Service Associate for our Seattle or Bellevue branch. The CSA supports Financial Professionals in day-to-day wealth management operations, handling paperwork, client inquiries, and account servicing to uphold service excellence.

The role requires superb interpersonal skills, multitasking, confidentiality, and basic knowledge of financial instruments. Candidates with 1–2 years in financial services are preferred.

Qualifications

• High level interpersonal and multi-tasking skills required.
• 1–2 years’ experience as a sales assistant/CSA in financial services preferred.
• Basic understanding of financial instruments and brokerage/insurance products.
• Proficiency with MS Office; ability to learn DocuSign and internal software.

Responsibilities

• Answer day-to-day questions from clients and professionals.
• Process paperwork to open and service accounts.
• Support Financial Professionals in daily operations.
• Cultivate and grow existing client relationships.
• Assist with marketing efforts.
• Prioritize daily work and manage deadlines.

Skills

Interpersonal skills

Multi-tasking

Client communication

MS Office

DocuSign

Team player

Confidentiality

Organizational skills

Tools

MS Office

DocuSign

Internal software

Job description

Oppenheimer & Co. Inc. is seeking a Client Service Associate for our Seattle or Bellevue branch. The CSA supports Financial Professionals in day-to-day wealth management operations, handling paperwork, client inquiries, and account servicing to uphold service excellence.

The role requires superb interpersonal skills, multitasking, confidentiality, and basic knowledge of financial instruments. Candidates with 1–2 years in financial services are preferred.