About this role
Account Service Representative at Oppenheimer & Co. Inc.. Location: New York, New York, United States. Role: ensure suitability, process agreements, interact with advisors Requirements: Excel proficiency, strong communication, highly organized, knowledge of investment products, multi-tasking in client servicing. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English