Wealth Management Client Services Associate
Oppenheimer & Co.
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.
#J-18808-LjbffrVacancy posted 5 days ago
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