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Wealth Management Client Service Associate (Summit
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-08-07
Listing for:
Oppenheimer & Co Inc
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Oppenheimer & Co Inc in Summit, New Jersey is seeking a Registered Client Service Associate to support a two-advisor wealth management practice. The role emphasizes impeccable client service, meticulous attention to detail, and the ability to work both independently and as part of a small team.
Responsibilities include processing paperwork, opening and servicing accounts, producing analytical reports, and assisting with marketing efforts.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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