Client Services Administrator

JoCo; Tulsa (OK); On-site; USD 42,000 - 62,000; Full time

Job summary

JoCo is seeking a Client Service Administrator to support the client account management team by delivering organized, responsive, and high-quality service in wealth management.

In this role you will assist advisors with meeting prep, onboarding, transaction support, and office operations while growing your knowledge of technology platforms and industry licenses.

Qualifications

• Strong organizational abilities and accuracy when managing multiple advisors.
• Clear, professional written and verbal communication.
• High ethical standards and discretion with confidential information.
• Collaborative mindset and ability to work with diverse colleagues.
• Ability to learn new software and financial-services platforms quickly.
• Interest in wealth management licenses or designations.
• Receptive to coaching with a solutions-focused attitude.

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.

Skills

Organizational skills

Communication skills

Discretion

Collaborative mindset

Tech-savvy

Industry interest

Job description

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?

As a Client Service Administrator, you will:

• 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?

• 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.

JoCo is an Equal Opportunity Employer. We are committed to providing a diverse and inclusive workplace and do not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, national origin, disability, age, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business needs.