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Wealth Management Client Services Associate
Job in
Florham Park, Morris County, New Jersey, 07932, USA
Listed on 2026-08-22
Listing for:
Oppenheimer & Co Inc
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Oppenheimer & Co. Inc. in Florham Park, NJ seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth-management operations.
The role requires exceptional interpersonal and multi-tasking skills, a commitment to service excellence, and the ability to work independently as part of a small team. FINRA Series 7 and 63/65 (or 66) and 5+ years' experience are expected, with strong MS Office proficiency and Docusign aptitude.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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