Wealth Management Client Services Associate

RPOA Advisors Inc; Oklahoma City (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

Retirement Planners of America (RPOA) is a Dallas-based wealth management firm seeking a Client Service Associate to be the primary contact for client service inquiries and account management. The role demands high-quality service in a fast-paced environment and entails backup support for other office tasks as needed.

The ideal candidate will have 3–5 years in financial services, strong interpersonal skills, and the ability to work independently while handling confidential information.

Qualifications

• High school diploma or equivalent required.
• Strong experience in financial services preferred.
• Ability to effectively interact with high-net-worth clients.
• Proficient in MS Office and CRM software.

Responsibilities

• Manage the calendar and scheduling database for the Financial Advisor.
• Analyze reports to identify necessary actions for client accounts.
• Investigate and resolve client issues.
• Prepare for meetings and appointments.
• Collect, organize, and analyze personal and financial information for clients.
• Prepare and verify client forms, applications, and other required documents.
• Update and maintain the client database.
• Handle general office duties such as answering phones and managing USPS/UPS mail.
• Address client inquiries and concerns, escalating issues as needed to the appropriate teams and ensuring client satisfaction with issue resolution.
• Oversee the entire process of opening, transferring, and closing client accounts, ensuring proper procedures are followed.
• Maintain strong relationships with clients, remaining available to provide support as needed.

Skills

Finance knowledge

Client service

Interpersonal skills

Organizational skills

Confidentiality

Independent research

CRM familiarity

Education

High school diploma

Tools

Salesforce

MS Office

Job description

Retirement Planners of America (RPOA) is a Dallas-based wealth management firm seeking a Client Service Associate to be the primary contact for client service inquiries and account management. The role demands high-quality service in a fast-paced environment and entails backup support for other office tasks as needed.

The ideal candidate will have 3–5 years in financial services, strong interpersonal skills, and the ability to work independently while handling confidential information.