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

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

    1 month ago

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    Description
    We endeavor to make a positive difference in people's lives by helping them achieve meaningful lifetime goals through investment management. We inspire peace of mind through a transparent and repeatable investment process and frequent communication. Founded in 1978, Capital Advisors provides wealth management and financial planning services to individuals and institutions. Our company is an employee-owned SEC Registered Investment Advisor with over $5 Billion in assets under management.

    Client Service Associate Position and Company Highlights:

    Salary: $55,000 - $60,000 based on experience

    Location: 2222 S Utica Place, Tulsa, OK in person)

    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 are primarily responsible for collaborating with Client Service Specialists in the onboarding and maintenance of client relationships. The Client Service Associate is responsible for processes and workflows that make the client experience more accurate and efficient.

    Principal Accountabilities of a Client Service Associate:

    • New client onboarding processes and follow up
    • Coordinate with Client Service Specialists and Financial Custodian on new account and account maintenance paperwork
    • Follow processes and workflows in customer relationship management software for all client service-related issues
    • Collaborate with Client Service team to enhance the client experience

    Dimensions of the Client Service Associate position:

    Individuals in this position are dedicated to supporting Capital Advisors' client relationships as well as relationships with strategic partners and coworkers. Position must be willing to collaborate and always work with the highest level 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

    Studies have shown that women and people of color are less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job, and that candidate may be one from a less traditional background. If you have transferable experience, please tell us about it

    #LI-Onsite



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