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Wealth Management: Client Service Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-08
Listing for:
Oppenheimer & Co
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services company in New York is seeking a Registered Client Service Associate to support Financial Advisors in a growing wealth management practice. The role involves client interaction, report production, and marketing support, requiring strong interpersonal and multi-tasking skills. Candidates must have Series 7 and 63/65 (or 66) within three months and 2+ years of relevant experience. A competitive salary range of $55,000 to $60,000 is offered, along with opportunities for bonuses.
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Position Requirements
10+ Years
work experience
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