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Wealth Management Client Services Associate Ops
Job in
Greensboro, Guilford County, North Carolina, 27497, USA
Listed on 2026-01-27
Listing for:
Oppenheimer & Co Inc
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A prominent financial services firm in Greensboro is seeking a Client Service Associate to support financial advisors in administrative tasks, client servicing, and project-oriented duties. The ideal candidate will possess strong organizational skills, proficiency in MS Office, and experience in financial services. Responsibilities include managing schedules, preparing presentations, and ensuring smooth operations within the team.
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Position Requirements
10+ Years
work experience
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