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Wealth Management Client Services Associate

Oppenheimer & Co Inc

Oppenheimer & Co. Inc. in Florham Park, NJ seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth-management operations. The role requires exceptional interpersonal and multi-tasking skills, a commitment to service excellence, and the ability to work independently as part of a small team. FINRA Series 7 and 63/65 (or 66) and 5+ years' experience are expected, with strong MS Office proficiency and Docusign aptitude. #J-18808-Ljbffr Oppenheimer & Co Inc

Vacancy posted 2 days ago
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