About this role
Registered Client Service Associate (Newport Beach or Los Angeles) at Oppenheimer & Co. Inc.. Location: Newport Beach or Los Angeles. Role: serving clients, assisting accounts, producing reports Requirements: Provide client service and support to financial advisors; assist with marketing and daily operations; strong interpersonal skills; FINRA registrations 7 and 63/65 (or 66) within 6 months; 3+ years as sales assistant/CSA; proficient with MS Office; maintain confidentiality. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: finra series 7, finra series 63/65 (or 66) Commitment: Full Time Workplace: Onsite Languages: English