Registered Wealth Management Client Service Associate
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-06-18
Listing for:
Oppenheimer & Co. Inc.
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Richmond branch office. In this role, you will support Financial Advisors, manage client relations, and assist in the growth of wealth management practices. Candidates must have Series 7 and 63/65 registrations and be proficient in MS Office.
This position requires strong organizational skills, the ability to handle multiple tasks, and a commitment to maintaining confidentiality and service excellence standards.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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