Wealth Management Client Services Associate
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-29
Listing for:
Oppenheimer & Co. Inc.
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Oppenheimer & Co. Inc. in Atlanta seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth management operations.
The role requires superior interpersonal and multi-tasking skills, 5+ years as a sales assistant/CSA, FINRA Series 7 and 63/65, and proficiency with MS Office and internal tools like Docusign; confidentiality a must.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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