Client Services Manager — Boutique Wealth Planning

National Financial Partners; Oklahoma; On-site; USD 45,000 - 65,000; Full time

Job summary

Retirement Investment Advisors, Inc. in Oklahoma City is seeking a experienced Client Services Manager to join our boutique wealth management team. You will coordinate client appointments, manage calendars for the advisor, and handle client inquiries with a professional, friendly demeanor.

The role emphasizes high-quality service, meticulous data handling, and the ability to work independently in a small office. Competitive salary ($45,000–$65,000) plus benefits is offered based on experience.

Qualifications

• Financial services experience preferred.
• Excellent interpersonal and phone demeanor.
• Detail-oriented, well-organized and self-motivated.
• Able to manage multiple tasks in a small office environment.
• Hours: Mon-Thu 8:00 a.m.–5:30 p.m., Fri 8:00 a.m.–2:00 p.m.

Responsibilities

• Prepare paperwork for account setup and maintenance.
• Coordinate client appointments and monitor calendars for the Advisor.
• Track asset transactions and document exceptions.
• Prepare files for client review meetings and cost basis updating.
• Provide back-up support to other Client Services staff as needed.

Skills

Phone demeanor

Interpersonal skills

Detail-oriented

Organizational skills

Self-motivated

Positive attitude

Tools

Outlook

Excel

Word

Job description

Retirement Investment Advisors, Inc. in Oklahoma City is seeking a experienced Client Services Manager to join our boutique wealth management team. You will coordinate client appointments, manage calendars for the advisor, and handle client inquiries with a professional, friendly demeanor.

The role emphasizes high-quality service, meticulous data handling, and the ability to work independently in a small office. Competitive salary ($45,000–$65,000) plus benefits is offered based on experience.