Client Operations Specialist

Trust Company Of Oklahoma Of Tulsa; Bixby (OK); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Job summary

Trust Company of Oklahoma in Tulsa seeks an Account Support Associate to support daily client service operations, ensuring accurate, timely execution of key account processes in collaboration with CSAs, Advisors, and Trust Operations.

The ideal candidate is organized, detail-oriented, and team-focused, with 1–3 years in financial services, strong documentation skills, and a commitment to fiduciary standards and operational excellence.

Qualifications

• Associate's or Bachelor's degree preferred in business, finance, accounting, or related field.
• 1–3 years of experience in financial services, preferably in support or operations.
• Strong understanding of accounting principles, data analysis, and record retention practices.

Responsibilities

• Establish and maintain client accounts by processing new openings, updates, audits, and documentation.
• Process client account transactions including wires, ACH, checks, and internal transfers.
• Monitor and manage transaction workflows, approvals, and documentation in Trust Notes.

Skills

Attention to detail

Financial processing

Documentation

Education

Associate or Bachelor in business/finance

Tools

CSS

Trust Notes

Electronic banking platforms

Job description

Trust Company of Oklahoma in Tulsa seeks an Account Support Associate to support daily client service operations, ensuring accurate, timely execution of key account processes in collaboration with CSAs, Advisors, and Trust Operations.

The ideal candidate is organized, detail-oriented, and team-focused, with 1–3 years in financial services, strong documentation skills, and a commitment to fiduciary standards and operational excellence.