Financial Services Client Liaison & Admin Specialist

Oppenheimer & Co. Inc.; The Woodlands (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Oppenheimer & Co. Inc. seeks a Registered Client Service Associate in The Woodlands, Texas. This role involves administrative support, client interaction, and project-oriented tasks. The ideal candidate should have financial services experience, strong MS Office skills, and be able to manage schedules effectively. A Bachelor’s degree is preferred, and being fluent in Spanish is a plus. The position requires proactive problem-solving abilities and the handling of confidential information.

Qualifications

• 1-2 years of financial services/fixed income experience preferred.
• Ability to meet designated deadlines and work effectively in a pressurized environment.

Responsibilities

• Provide administrative support, creating, maintaining and editing documents and spreadsheets.
• Manage calendar and coordinate meetings logistics.
• Handle database management and client interaction.

Skills

FINRA Registrations: Series 7 and 63/65 (or 66)

High proficiency with MS Office products

Ability to interface well with clients

Fluency in Spanish

Education

Bachelor’s degree

Job description

Oppenheimer & Co. Inc. seeks a Registered Client Service Associate in The Woodlands, Texas. This role involves administrative support, client interaction, and project-oriented tasks. The ideal candidate should have financial services experience, strong MS Office skills, and be able to manage schedules effectively. A Bachelor’s degree is preferred, and being fluent in Spanish is a plus. The position requires proactive problem-solving abilities and the handling of confidential information.