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Wealth Management Client Service Associate Service
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-06-03
Listing for:
Oppenheimer & Co. Inc.
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Summit, NJ, to support daily operations of a wealth management practice. The ideal candidate will have strong interpersonal skills, attention to detail, and a willingness to maintain the highest level of confidentiality.
The position involves answering client inquiries, preparing account paperwork, and cultivating client relationships. Applicants need 5+ years of experience and must obtain relevant FINRA licenses within the first few months of hire.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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