Client Service Administrator

JoCo; Tulsa (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

JoCo seeks a Client Service Administrator to support the client account management team in Tulsa, OK. You will assist advisors with meeting prep, onboarding, and ongoing client service, helping ensure accurate, timely, and compliant outcomes.

You will work with custodial operations and technology platforms, helping streamline processes and train colleagues, while maintaining high professional standards and discretion.

Qualifications

• Bachelor's degree required and strong organizational abilities.
• Excellent written and verbal communication, high ethics and discretion.
• Ability to learn new software and financial-services processes quickly.
• Collaborative mindset to work with multiple advisors and colleagues.

Responsibilities

• Assist advisors with meeting prep, presentations, reporting, and follow-up.
• Coordinate onboarding, maintain account info, and process required docs.
• Manage client communications; route questions and requests promptly.
• Support deposits, withdrawals, cashiering, and other account transactions.
• Develop proficiency in firm technology platforms and train colleagues.
• Learn Charles Schwab's technology and documentation processes and support custodian relationship.
• Identify and implement improvements to client service processes.
• Support office needs, meeting spaces, and event coordination.
• Assist advisors with social media activities as needed.

Skills

Organizational skills

Attention to detail

Written and verbal communication

Ethical standards

Collaborative mindset

Technology adaptability

Education

Bachelor's degree

Job description

What is the position?

The Client Service Administrator supports the client account management team by helping advisors deliver organized, responsive, and high-quality service. This role combines client administration, meeting coordination, transaction support, office operations, and technology management while providing opportunities to grow within the wealth management industry.

What are the responsibilities?

• Assist advisors with meeting preparation, client presentations, reporting, and follow-up activities.
• Coordinate new client onboarding, maintain accurate account information, and process required documentation.
• Manage incoming client communications and ensure questions and requests are routed and addressed promptly.
• Work closely with custodial operations teams to facilitate deposits, withdrawals, cashiering requests, and other account transactions.
• Become proficient in the firm's technology platforms and develop into a resource for training colleagues on key systems.
• Build expertise in Charles Schwab's technology and documentation processes while supporting the firm's custodian relationship.
• Help identify and implement improvements that make client service processes more efficient.
• Support day-to-day office needs, meeting spaces, and internal or external event coordination.
• Assist with social media activities for advisors as needed.

What are the requirements?

Bachelor's degree. Strong organizational abilities and attention to accuracy while managing priorities for multiple advisors. Clear, professional written and verbal communication skills. High ethical standards and discretion when handling confidential client and business information. Collaborative mindset with the interpersonal skills to work effectively with a variety of colleagues and clients. Ability to learn new software, technology platforms, and financial-services processes quickly. Interest in developing knowledge of the wealth management industry and pursuing relevant licenses or professional designations. Receptive to coaching and feedback with an adaptable, solutions-focused attitude.

You would be really happy here if:

You have a detail-oriented mindset and proactively look for the small pieces that contribute to the success of the larger project. You enjoy diving into an industry, learning unfamiliar subject matter, and building the knowledge needed to take on new challenges.

JoCoisanEqualOpportunityEmployer.Wearecommittedtoprovidingadiverseandinclusiveworkplaceanddonotdiscriminateonthebasisofrace,color,religion,gender,genderidentity,sexualorientation,nationalorigin,disability,age,oranyothercharacteristicprotectedbyapplicablelaw.Allemploymentdecisionsaremadebasedonqualifications,merit,andbusinessneeds.