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Wealth Management Client Service Associate

Job in Virginia Beach, Virginia, 23450, USA
Listing for: Oppenheimer & Co Inc
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading investment bank is looking for a Registered Client Service Associate in Virginia Beach. This role involves supporting Financial Advisors and managing client relationships within a bustling wealth management practice. The ideal candidate must have 3+ years of experience in a brokerage environment, be proficient in MS Office, and be able to maintain confidentiality. Responsibilities include assisting with client queries, fostering client relationships, and organizing daily operations.

Competitive compensation and career growth opportunities are offered.
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Position Requirements
10+ Years work experience
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