Experienced Client Service Associate, Wealth Management; Atlanta)
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-28
Listing for:
Oppenheimer & Co Inc
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Oppenheimer & Co. Inc. in Atlanta, GA, is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing, and daily operations of a wealth management practice.
The role requires superior interpersonal and multitasking skills, 5+ years of CSA experience, and a working knowledge of financial instruments. You will work in a small team, ensuring service excellence, confidentiality, and timely client communication.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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