oppenheimerThe Woodlands, TX
Financial Services Client Liaison & Admin Specialist
Financial Services Client Liaison & Admin Specialist
Financial Services Client Liaison & Admin Specialist
oppenheimerThe Woodlands, TX
2 days ago
Financial Clerks, All OtherSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment Activities
Apply for this role →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.
Also on the board Same function, level within a rung
Level
Mid
Location
The Woodlands, TX
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
2 days ago