Client Service Specialist

Capital Asset Management, Inc.; Oklahoma City (OK); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player seeks a dedicated Client Service Specialist to join their team in Oklahoma City. This full-time, on-site role is perfect for someone passionate about guiding clients toward financial independence. You will be the crucial link between clients and wealth managers, ensuring a seamless and high-quality client experience. If you have a knack for customer service and a keen eye for detail, this opportunity offers a chance to grow in a supportive environment while making a meaningful impact in the financial services sector.

Qualifications

• Knowledge of financial services is preferred for this role.
• Strong organizational skills and attention to detail are essential.

Responsibilities

• Act as a liaison between clients and wealth managers.
• Process account changes and address client concerns.

Skills

Financial service knowledge

Customer service

Attention to detail

Organizational skills

Teamwork

Education

Degree in finance-related field

Job description

Advisor | Woman | Wife | Mom | Guiding people toward financial independence

Company Description

Capital Asset Management, Inc. is a full-service financial services firm located in Oklahoma City. Our services include comprehensive financial planning and investment management tailored to each client's needs. Recognized by Forbes as a "Best In-State Wealth Advisor" for 5 consecutive years, we have been serving clients since 1986, both locally and across the country.

Role Description

This is a full-time, on-site position as a Client Service Specialist at our Oklahoma City office. The Client Service Specialist will act as a liaison between clients and the wealth manager to ensure all aspects of the client experience meet high standards. Responsibilities include processing account changes, addressing client concerns, and providing excellent customer service in the financial services industry.

Qualifications

• Financial service knowledge preferred
• Previous experience in the financial services industry or a degree in a finance-related field
• Strong attention to detail and organizational skills
• Ability to work well in a team environment

Seniority level

Entry level

Employment type

Full-time

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