About this role
Client Service Associate (Carlsbad, CA) at Oppenheimer & Co. Inc.. Location: Carlsbad, California, United States. Role: servicing clients, managing database, scheduling meetings Requirements: Willingness to obtain FINRA registrations (SIE, Series 7, 63/65 or 66), 1-2 years financial services or fixed income experience preferred, proficiency with Microsoft Office, strong confidentiality and organizational skills, bachelor's degree preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook Certifications: sie, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English