Wealth Management Client Services Associate
Listed on 2026-10-19
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Finance & Banking
Bank Customer Service, Financial Services, Financial Analyst
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.
Join us at Oppenheimer & Co Inc as our next Wealth Management Client Services Associate in Seattle, WA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Services Associate role in the description above.
We appreciate your interest in this position.
Join Oppenheimer & Co Inc and contribute to our ongoing work.
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