Manager, Client Services

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. a local retirement planning firm, is proud to be recognized as a Top Advisory Firm in more than 40 local and national publications. This includes recognition as a "Best Financial Advisor" by both Expertise.com and AdvisoryHQ.

Dynamic career opportunity for a mature, professional, caring, and attentive Client Services Manager to join our rapidly growing, independent wealth management/financial planning firm in Oklahoma City. The ideal candidate is friendly, energetic, positive, dependable, well-organized, and eager to learn new skills. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment. Must also be very detail-oriented, technologically literate, exceptional with multi-tasking, and able to work independently. Must have excellent follow-through and be a self-starter. Coordinate client appointments and meetings. Other duties will include greeting clients, handling phone calls, setting appointments, maintaining client relationships, and working on numerous computer programs.

The emphasis of our business is comprehensive financial planning. Join a fun-loving, high-end boutique firm where you will make a difference and be appreciated. The better we serve our clients, the more you will be rewarded. Ethics, integrity, and a can-do attitude are a must. Financial services experience preferred. The hours are Monday through Thursday, 8:00 a.m. to 5:30 p.m., Friday 8:00 a.m. to 2:00 p.m. Competitive salary plus benefits (the salary range $45,000 - $65,000 based on experience).

The Client Services Manager (CSM) is responsible for preparing, processing, and maintaining data of clients, scheduling appointments and monitoring calendars for assigned Advisor and others, as needed. Prompt responses to client needs, inquiries and requests are expected.

Duties and Responsibilities

• Assist with any questions regarding our services
• Prepare paperwork for account set up, maintenance, distributions, etc.
• Track and follow up on asset transactions, document exceptions, etc.
• Prepare files for client review meetings
• Cost basis updating
• Communicate with various companies regarding services requests/issues
• Assist with telephones and provide back-up to all CSMs and other persons of the firm, as needed
• Document all correspondence (written and oral) with a client or PLC within database software
• Duties, as required

Knowledge, Skills and Abilities

• Confidentiality
• Computer proficiency in Outlook, Excel, Word, etc.
• Outstanding communication skills both verbal and written
• Organizational skills
• Telephone skills
• Self-motivated
• Positive attitude
• Ability to work under pressure and manage difficult situations with ease
• Excellent knowledge of various forms and requirements of custodial accounts

Since 1991, Retirement Investment Advisors, Inc. has been the fee-only fiduciary that people seek when they need trusted CERTIFIED FINANCIAL PLANNER professionals to help navigate the twists and turns of the retirement path. You’ve worked hard for your money. Now that you’re focused on retirement, it’s time to make sure it’s working for you. Let us lead the way.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.