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Oppenheimer Co Jobs in Spring, TX (NOW HIRING)

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Oppenheimer Co information

What is the difference between Oppenheimer Co vs Financial Analyst?

AspectOppenheimer CoFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; possibly CFABachelor's degree in finance, accounting, or economics; some roles prefer CFA
Work EnvironmentCorporate office, finance departmentCorporate office, investment firms, or banks
Industry UsageFinancial services, investment banking, asset managementFinancial services, investment banking, corporate finance
Common Search/ComparisonOppenheimer Co vs Financial Analyst

Oppenheimer Co and Financial Analyst roles both require finance-related degrees and similar certifications. While Oppenheimer Co is a specific employer, the Financial Analyst title is common across many firms in finance and investment sectors. The main difference lies in the company-specific context versus the general job function.

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The top searched job categories for Oppenheimer Co jobs in Spring, TX are:

What cities near Spring, TX are hiring for Oppenheimer Co jobs?

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Oppenheimer Co jobs near you
Infographic showing various Oppenheimer Co job openings in Spring, TX as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Registered Client Service Associate (The Woodlands, TX)

Oppenheimer & Co.

Shenandoah, TX • On-site

Other

Re-posted 19 days ago

Job description

Opportunity At Oppenheimer & Co. Inc.

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

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