Experienced Client Service Associate, Wealth Management
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Services
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.
Step into the Experienced Client Service Associate, Wealth Management (Atlanta) role at Oppenheimer & Co Inc in Atlanta, GA, United States and grow with us.
We would love to welcome a new Experienced Client Service Associate, Wealth Management (Atlanta) to our team in Atlanta, GA, United States.
For the Experienced Client Service Associate, Wealth Management (Atlanta) position at Oppenheimer & Co Inc, we are reviewing applications now.
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