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Registered CSA: Wealth Management & Client Support
Job in
Virginia Beach, Virginia, 23450, USA
Listed on 2026-02-06
Listing for:
Oppenheimer & Co Inc
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
A leading investment bank is seeking a Registered Client Service Associate in Virginia Beach to support Financial Advisors in their daily operations and client needs. Responsibilities include understanding client accounts, producing analytical reports, and maintaining relationships with clients. The ideal candidate has 3+ years of sales support experience, holds FINRA Series 7 and 63/65 (or 66), and possesses strong organizational skills.
The role demands proficiency with MS Office and a commitment to confidentiality.
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