Client Success & Onboarding Manager

JoCo; Tulsa (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

JoCo in Tulsa, OK, seeks a Client Relationship Manager to provide comprehensive service and operational support to financial advisors and clients. You will act as the central liaison among clients, advisors, custodians, and internal teams, helping ensure account activity and documentation are managed accurately.

The role emphasizes building trusted relationships, coordinating meetings, preparing materials, and handling ongoing administrative needs while safeguarding confidential information.

Qualifications

• 5+ years of experience in client service, wealth management, financial services, banking, or a related field.
• Strong verbal and written communication skills with a polished, client-focused approach.
• Excellent organization, time management, and attention to detail.
• Demonstrated ability to balance multiple priorities, client requests, and deadlines.
• Proficiency with Microsoft Outlook and Excel.
• Familiarity with CRM platforms is preferred.
• Experience working with financial custodians such as Charles Schwab, Fidelity, or Pershing is beneficial.

Responsibilities

• Manage client inquiries, service needs, documentation requests, and appointment coordination.
• Develop trusted relationships with existing and prospective clients while delivering responsive, professional service.
• Support financial advisors by organizing meetings, preparing materials, monitoring action items, and handling ongoing administrative needs.
• Facilitate new account setup and client onboarding, including collecting information and ensuring required documentation is completed.
• Process and track account activity such as transfers, rollovers, deposits, distributions, and beneficiary changes.
• Partner with custodians, financial institutions, operations, and compliance teams to address account issues and complete client requests.
• Maintain detailed CRM records of client communications, meetings, pending paperwork, and follow-up activities.
• Safeguard confidential client information and recognize situations that should be referred to the financial advisor.

Skills

Client service

Communication

Organization

Time management

Attention to detail

Tools

Microsoft Outlook

Excel

CRM platforms

Job description

JoCo in Tulsa, OK, seeks a Client Relationship Manager to provide comprehensive service and operational support to financial advisors and clients. You will act as the central liaison among clients, advisors, custodians, and internal teams, helping ensure account activity and documentation are managed accurately.

The role emphasizes building trusted relationships, coordinating meetings, preparing materials, and handling ongoing administrative needs while safeguarding confidential information.