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Registered Client Service Associate (The Woodlands, TX)

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Oppenheimer & Co. Inc.

The Woodlands, TX (In Person)

Full-Time

Posted 8 weeks ago (Updated 4 days ago) • Actively hiring

Expires 7/20/2026

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Job Description

Registered Client Service Associate (The Woodlands, TX) 2.0 2.0 out of 5 stars The Woodlands, TX 77381 Full-time Oppenheimer & Co. Inc. 2 reviews
Full-time Who We Are:
Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description 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, as well as client interaction. The ideal candidate will have a proactive mindset in order 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