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Wealth Management Client Service Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-02
Listing for:
Oppenheimer & Co Inc
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in New York is seeking a Registered Client Service Associate to support Financial Advisors. This role involves managing client inquiries and promoting firm services through strong relationship-building. Ideal candidates will have over 2 years of experience, proficiency with MS Office, and must obtain FINRA registrations within three months. The position offers a competitive salary range of $55,000 - $60,000, with potential additional compensation.
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