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Wealth Management Client Service Associate

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Ambitious Wealth Management Client Service Associate
A leading investment bank is looking for a Registered Client Service Associate in Bellevue, WA. This individual will support Financial Advisors in managing client accounts, providing excellent customer service, and performing various operational duties essential to the business. Candidates should have strong organizational and interpersonal skills, along with necessary FINRA registrations. A competitive compensation package includes a salary range of $60,000 - $70,000 annually, with additional potential bonuses.
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Position Requirements
10+ Years work experience
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