Wealth Management Client Services Associate
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant, Financial Sales
Oppenheimer & Co. Inc. is seeking a Client Service Associate for our Seattle or Bellevue branch. The CSA supports Financial Professionals in day-to-day wealth management operations, handling paperwork, client inquiries, and account servicing to uphold service excellence.
The role requires superb interpersonal skills, multitasking, confidentiality, and basic knowledge of financial instruments. Candidates with 1–2 years in financial services are preferred.
The following role is for a Wealth Management Client Services Associate with Oppenheimer & Co Inc.
We would love to welcome a new Wealth Management Client Services Associate to our group in Seattle, WA, United States.
For the Wealth Management Client Services Associate position at Oppenheimer & Co Inc, we are reviewing applications now.
Step into the Wealth Management Client Services Associate role at Oppenheimer & Co Inc in Seattle, WA, United States and grow with us.
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