About this role
Client Service Associate (Oro Valley, AZ) at Oppenheimer & Co. Inc.. Location: Oro Valley, Arizona, United States. Role: servicing clients, managing database, scheduling meetings Requirements: Client servicing, scheduling, database management, event support; willing to obtain FINRA registrations; 1–2 years financial services experience preferred; strong Microsoft Office skills and confidentiality. Category: Customer Service 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