... 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 ...
Quick apply
... 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 ...
Quick apply
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
Experience * 5-12+ years of experience in institutional asset management, insurance investments, or fixed income portfolio management. * Strong understanding of insurance balance sheets and statutory ...
Experience * 5-12+ years of experience in institutional asset management, insurance investments, or fixed income portfolio management. * Strong understanding of insurance balance sheets and statutory ...
The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that ... ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates will have the ...
The Global Client Group (GCG) is Dimensional's distribution arm, comprising sales channels that ... ESG, fixed income, ETF, and/or SMA offerings. With proven success, Associates will have the ...
Houston, TX · On-site
$120K - $150K/yr
The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and ... Track the movement of all physical gas sales and maintain internal spreadsheets showing the ...
Houston, TX · On-site
$120K - $150K/yr
The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and ... Track the movement of all physical gas sales and maintain internal spreadsheets showing the ...
Dallas, TX · On-site
Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies. Capable of resolving complex administrative ...
Quick apply
Dallas, TX · On-site
Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies. Capable of resolving complex administrative ...
Houston, TX · On-site
$120 - $150/hr
The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and ... gas sales and maintain internal spreadsheets showing the contractual movements of gas, storage ...
Houston, TX · On-site
$120 - $150/hr
The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and ... gas sales and maintain internal spreadsheets showing the contractual movements of gas, storage ...
Austin, TX · On-site
$47K - $63K/yr
PIMCO is a global leader in active fixed income with deep expertise across public and private ... Current and prospective institutional and/or wealth clients About You You are a relationship ...
Austin, TX · On-site
$47K - $63K/yr
PIMCO is a global leader in active fixed income with deep expertise across public and private ... Current and prospective institutional and/or wealth clients About You You are a relationship ...
The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and ... Track the movement of all physical gas sales and maintain internal spreadsheets showing the ...
The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and ... Track the movement of all physical gas sales and maintain internal spreadsheets showing the ...
Dallas, TX · On-site
Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies. Capable of resolving complex administrative ...
Dallas, TX · On-site
Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies. Capable of resolving complex administrative ...
Dallas, TX · On-site
Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies. Capable of resolving complex administrative ...
Dallas, TX · On-site
Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies. Capable of resolving complex administrative ...
Austin, TX · On-site
$100 - $112/hr
Familiarity with fixed income, alternatives, or multi‐asset strategies* Experience supporting institutional clients or financial advisors* Comfort with tools such as Jira, Confluence, or analytics ...
New
Austin, TX · On-site
$100 - $112/hr
Familiarity with fixed income, alternatives, or multi‐asset strategies* Experience supporting institutional clients or financial advisors* Comfort with tools such as Jira, Confluence, or analytics ...
New
PIMCO is a global leader in active fixed income with deep expertise across public and private ... Asset management experience supporting institutional and intermediary distribution businesses.
PIMCO is a global leader in active fixed income with deep expertise across public and private ... Asset management experience supporting institutional and intermediary distribution businesses.
Our client provides advisory solutions to institutional clients across the US, and is now expanding ... Knowledge of asset\-liability management, fixed income, balance sheet strategy, and hedging \n
Our client provides advisory solutions to institutional clients across the US, and is now expanding ... Knowledge of asset\-liability management, fixed income, balance sheet strategy, and hedging \n
Austin, TX · On-site
$100 - $112/hr
Familiarity with fixed income, alternatives, or multiasset strategies * Experience supporting institutional clients or financial advisors * Comfort with tools such as Jira, Confluence, or analytics ...
New
Austin, TX · On-site
$100 - $112/hr
Familiarity with fixed income, alternatives, or multiasset strategies * Experience supporting institutional clients or financial advisors * Comfort with tools such as Jira, Confluence, or analytics ...
New
Austin, TX · On-site
$125K - $165K/yr
Familiarity with fixed income, alternatives, or multi-asset strategies * Experience supporting institutional clients or financial advisors * Comfort with tools such as Jira, Confluence, or analytics ...
Austin, TX · On-site
$125K - $165K/yr
Familiarity with fixed income, alternatives, or multi-asset strategies * Experience supporting institutional clients or financial advisors * Comfort with tools such as Jira, Confluence, or analytics ...
Austin, TX · On-site
$125K - $165K/yr
Familiarity with fixed income, alternatives, or multi-asset strategies * Experience supporting institutional clients or financial advisors * Comfort with tools such as Jira, Confluence, or analytics ...
Austin, TX · On-site
$125K - $165K/yr
Familiarity with fixed income, alternatives, or multi-asset strategies * Experience supporting institutional clients or financial advisors * Comfort with tools such as Jira, Confluence, or analytics ...
Fixed Income - SIE, Series 7 and 63 within 120 days of employment. Foreign Exchange - SIE, Series 7 ... Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ESOP - SIE, 63 and 79 ...
Fixed Income - SIE, Series 7 and 63 within 120 days of employment. Foreign Exchange - SIE, Series 7 ... Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ESOP - SIE, 63 and 79 ...
... fixed income solutions. Prospects include nonprofits, corporations and both DB and 401(k) plans ... Maintains timely, accurate and complete sales administration tasks as determined by the business.
... fixed income solutions. Prospects include nonprofits, corporations and both DB and 401(k) plans ... Maintains timely, accurate and complete sales administration tasks as determined by the business.
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Full-time
Re-posted 15 days ago
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
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