Registered Client Service Associate (The Woodlands, TX)

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

Registered Client Service Associate

The firm is seeking a Registered Client Service Associate to join our Branch office team in The Woodlands, Texas. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, and client interaction. The ideal candidate will have a proactive mindset to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

• Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
• Calendar management and coordination of meetings, including all logistics
• Database management
• Client interaction and service
• Provide back-up to other teams and within the branch
• Perform ad hoc duties and work on special projects as necessary

Skills / Requirements

• FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
• Bachelor’s degree preferred
• 1-2 years financial services/fixed income experience preferred
• Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
• Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
• Able to meet designated deadlines and work effectively in a pressurized environment
• Fluent in Spanish is a plus