About this role
Registered Client Service Associate (Boston, MA) at Oppenheimer & Co. Inc.. Location: Boston, Massachusetts, United States. Role: Assist clients, Support advisors, Manage schedules Requirements: Support Financial Advisors in sales, marketing, and daily operations; requires FINRA Series 7 and 63/65, 5+ years CSA experience, MS Office proficiency, confidentiality and organizational skills. Category: Customer Service Seniority: Mid Level Tools: MS Office, Internal brokerage software Certifications: finra series 7, finra series 63/65 (or 66) Commitment: Full Time Workplace: Onsite Languages: English