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Private Wealth Client Services Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-19
Listing for:
Oppenheimer & Co.
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A prominent financial services firm in New York is seeking a Registered Client Service Associate to support Financial Advisors in a wealth management practice. The ideal candidate will have over 3 years of experience in a sales assistant role and be required to obtain Series 7 and 63/65 licenses within six months. Responsibilities include assisting with daily operations, managing client relationships, and contributing to marketing efforts.
The role demands strong interpersonal skills and proficiency in MS Office.
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Position Requirements
10+ Years
work experience
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