About this role
Client Service Associate (Summit, NJ) at Oppenheimer & Co. Inc.. Location: Summit, New Jersey, United States. Role: servicing clients, managing database, scheduling meetings Requirements: Client servicing, scheduling, database management, producing analytical reports, MS Office proficiency, willingness to obtain FINRA registrations; 1-2 years financial services experience preferred. 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