- 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
- Bachelor's Degree preferred, not required
- FINRA license Series 65 preferred, not required
-
Guest Service Associate
1 day ago
European Wax Center Tulsa, United States Full timeLOVE TO HELP OTHERS LOOK AND FEEL GORGEOUS? JOIN OUR TEAM · Are you passionate about people and beauty? Are you naturally confident and outgoing? Does the idea of earning excellent commission drive you? If so, you need to join our team · Turn your passion into a rewarding role wi ...
-
Service BDC Associate
1 week ago
The Fowler Auto Group Tulsa, United States Full timeJob Details · About Our Company · Fowler Automotive is family owned and operated since 1973. We are dedicated to providing exceptional dealership experiences to our customers, as well as our employees in the Norman, OK; Oklahoma City, OK; Tulsa, OK; and Denver, CO areas. · For ...
-
Client Service Associate
3 weeks ago
Capital Advisors, Inc. Tulsa, United StatesJob 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 1 ...
-
Client Service Associate
3 weeks ago
Capital Advisors Tulsa, United StatesWe 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 Advis ...
-
Salon Services Associate- Beautician
58 minutes ago
Colonial Manor Nursing Center Tulsa, United States Part timeCome work for a company that cares and appreciates its staff and helpus strive to be the difference makers and a guiding light in our profession. Weare searching for attentive, kindhearted health professionals regardless of theposition to help us care for our phenomenal residents ...
-
Client Service Associate
3 weeks ago
Capital Advisors Tulsa, United StatesWe 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 Advis ...
-
MapleMark Bank Tulsa, United StatesJob Description · Job DescriptionThe Account Services Associate is a branch-based position with a primary focus of assisting new and existing clients with their deposit account and online banking needs. The Account Services Associate works in an omni-channel client service enviro ...
-
Service Desk Associate
3 weeks ago
OakTree Staffing Tulsa, United StatesJob Description · Job DescriptionService Desk Associate · Location: Tulsa, OK Area · Description: · Field incoming incident or service requests from internal customers via phone, web, chat, and e-mail in a courteous manner. · Build rapport and elicit incident details from Servic ...
-
BDO Tulsa, United StatesJob Summary: · The STS SALT Associate will be responsible for basic research and analysis of state and local tax (SALT) issues, along with utilization of tax software in the completion of basic tax returns and other tax filings and documents. In this role, the STS Tax Associate, ...
-
Sales - Customer Service Associate
1 week ago
Goodwill Industries of Central North Carolina, Inc. Tulsa, United States** Goodwill Industries of Central NC** · ** Sales - Customer Service Associate (PT -013)** · Burlington, NC 27215 · Here at **Goodwill**, your work changes the lives of people with barriers to employment. Goodwill is also a fun place to work that gives you opportunities to lea ...
-
Salon Services Associate- Beautician
2 weeks ago
Oklahoma Memory Care Institute Tulsa, United StatesWe are now offering 8-hour shifts Come work for a company that cares and appreciates its staff and helpus strive to be the difference makers and a guiding light in our profession. Weare searching for attentive, kindhearted health professionals regardless of theposition to help us ...
-
PwC South Africa Tulsa, United StatesAssociate / Senior Associate - Actuarial services - Roma (OTS) page is loaded · Associate / Senior Associate - Actuarial services - Roma (OTS) · Apply · locations · Rome · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · 465534WD · Line of ...
-
PwC South Africa Tulsa, United StatesAssociate / Senior Associate - Actuarial services - Roma (OTS) page is loaded · Associate / Senior Associate - Actuarial services - Roma (OTS) · Apply · locations · Rome · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · 465534WD · Line of ...
-
Store Manager
1 week ago
LOFT Tulsa, United StatesBrand Overview: · LOFT launched in 1998 and today has 570 full-price and outlet stores. LOFT creates modern, feminine and versatile clothing for women with one common style goal: to look and feel confident, wherever the day takes them. Our collections reflect our belief that ther ...
-
Guest Experience Assistant Store Leader
3 days ago
stand out for good, Inc Tulsa, United States Full timeWho Are We? · Altar'd State is a rapidly growing women's fashion brand with 130+ locations in 40 states. It feels like a sanctuary - a place of beauty from the inside out. From welcoming experiences and warm associates to thoughtfully curated products, our brand is built upon th ...
-
South Austin Fitness Sales Associate
3 days ago
Orangetheory Fitness Tulsa, United States Part timePart-Time Fitness Sales Associate · JOB OVERVIEW · The Sales Associate role assists in running all "front of house" fitness studio operations, with a strong focus on premium customer service as well as meeting sales expectations. Ideal candidate has strong customer service skil ...
-
Server
1 week ago
Town Village Tulsa Tulsa, United States Part timePay up to $12.00/hour · Town Village Tulsa seeks compassionate and caring individuals who are dedicated to supporting exceptional senior living experiences. Working at Town Village Tulsa means you are part of the family. Each day is an opportunity to make a positive difference in ...
-
Retail Front End Supervisor
1 week ago
Burlington Stores Tulsa, United StatesOverview · New Store Opening in Tulsa, OK in Spring 2024 At Burlington, we embrace the many facets of diversity that strengthen our communities where we live and work every day. If you want to grow your retail career with a caring and inclusive organization, come join us as a B ...
-
Corps Administrator
3 weeks ago
The Salvation Army Tulsa, United StatesJob Summary · : Serves as an evangelist to and represents The Salvation Army in the community and constituency of the Corps; provides spiritual guidance and leadership to the same; recruits members for the Army of Jesus Christ while encouraging membership into The Salvation Army ...
-
DIRECTOR, DINING SERVICES
3 days ago
Chartwells K12 Tulsa, United States Full timeChartwells K12 Chartwells K12's goal is to make sure students leave the cafeteria happier and healthier than they came in, by serving food kids love to eat and creating custom dining programs. With more than 16,000 associates in 4,300 schools, ranging from large public instituti ...
Client Service Associate - Tulsa, OK, United States - Capital Advisors, Inc.
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:
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:
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
PIeb3cdf24c5b