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    Client Service Associate - Tulsa, United States - Capital Advisors, Inc.

    Capital Advisors, Inc.
    Capital Advisors, Inc. Tulsa, United States

    3 weeks ago

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    Description

    Job Description

    We aim to create a positive impact on individuals' lives by assisting them in achieving meaningful long-term goals through investment management. Our goal is to provide peace of mind with a transparent investment process and regular communication. Established in 1978, Capital Advisors offers wealth management and financial planning services to both individuals and institutions. As an employee-owned SEC Registered Investment Advisor managing over $5 Billion in assets, we are committed to excellence.

    Client Service Associate Position and Company Highlights:

    • Salary: $55,000 - $60,000 based on experience
    • Location: 2222 S Utica Place, Tulsa, OK (on-site)
    • Schedule: 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday
    • Benefits: Annual bonus program, generous and flexible PTO, 90% employer-paid medical insurance, 401k match with 100% vestment, employee stock ownership plan, employer-paid life insurance

    Purpose of the Client Service Associate Position:

    Client Service Associates work closely with Client Service Specialists to facilitate client onboarding and maintain client relationships efficiently. They handle processes and workflows to enhance the overall client experience.

    Principal Accountabilities of a Client Service Associate:

    • New client onboarding procedures and follow-ups
    • Collaboration with Client Service Specialists and Financial Custodian for new account setup and maintenance documentation
    • Utilization of customer relationship management software to address client service matters
    • Teamwork with the Client Service department to elevate the client experience

    Dimensions of the Client Service Associate position:

    Individuals in this role are dedicated to supporting client relationships at Capital Advisors, as well as fostering relationships with strategic partners and colleagues. The ideal candidate must be willing to collaborate and uphold the highest standards of integrity and transparency.

    Requirements and Qualifications for the Client Service Associate position:

    • Bachelor's Degree preferred, not required
    • FINRA license Series 65 preferred, not required

    Research indicates that women and individuals from diverse backgrounds may hesitate to apply for roles if they don't meet all requirements. We are committed to selecting the best candidate, even if they come from a non-traditional background. If you have relevant experience, we encourage you to share it with us.

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