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Nancy Jin - Wealth Management Associate in New York, NY

Nancy Jin

Mid-level Wealth Management Associate with client service and investor communications expertise

Oppenheimer & Co.Syracuse UniversityNew York, NY4 Years ExperienceMid LevelWorks Remote

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Experience

Wealth Management AssociateOppenheimer & Co. Inc. · Feb 2025 – Oct 2025
Wealth Management AssociateCerity Partners LLC. · Aug 2024 – Dec 2024
Head of RecruitmentThat's Nice LLC. · Aug 2023 – Aug 2024
Senior RecruiterTechData · Sep 2021 – Aug 2023
International Ballet DancerL.M. Dance Troupe · Sep 2008 – Aug 2019

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Education

Syracuse Universitybachelor, Psychology (2021)

Awards

  • International Dance Challenge - Competition Award
  • All American Dance Competition - Competition Award
  • Groove National - Competition Award

Skills

Regulatory ComplianceGoogle WorkspaceRecruitingOnboardingStakeholder ManagementCRMWealth ManagementClient Relationship ManagementInvestor CommunicationsClient CommunicationsInbound Client EngagementOutbound Client EngagementClient ServiceWhite-Glove ServiceAsset Transfers

Languages

EnglishMandarinSpanish

Certifications

FINRA Securities Industry Essentials (SIE)

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Nancy already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Hire with Reval

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Nancy JinMid-level Wealth Management Associate with client service and investor communications expertise