About this role
Registered Client Service Associate (Virginia Beach, VA) at Oppenheimer & Co. Inc.. Location: Virginia Beach, Virginia, United States. Role: service accounts, assist clients, develop reports Requirements: Support Financial Advisors in sales, marketing and operations; FINRA Series 7 and 63/65; 3+ years sales assistant/CSA experience; strong MS Office skills; ability to multi-task and maintain confidentiality. Category: Business Operations Seniority: Mid Level Tools: MS Office, Word, Excel, PowerPoint, Outlook Certifications: finra series 7, finra series 63/65, finra series 66 Commitment: Full Time, Internship Workplace: Onsite Languages: English