About this role
Registered Client Service Associate (Bellevue,WA) at Oppenheimer & Co. Inc.. Location: Bellevue, Washington, United States. Role: serving accounts, developing procedures, utilizing tools Requirements: Support Financial Advisors, manage client interactions, learn forms/procedures, and maintain confidentiality; 3+ years sales assistant/CSA experience; FINRA licenses. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, Excel, PowerPoint, Outlook Certifications: finra series 7, finra series 63/65, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English