Wealth Management Client Services Coordinator

JoCo; Tulsa (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

JoCo seeks a Client Service Administrator to support the client account management team in Tulsa, OK. You will assist advisors with meeting prep, onboarding, and ongoing client service, helping ensure accurate, timely, and compliant outcomes.

You will work with custodial operations and technology platforms, helping streamline processes and train colleagues, while maintaining high professional standards and discretion.

Qualifications

• Bachelor's degree required and strong organizational abilities.
• Excellent written and verbal communication, high ethics and discretion.
• Ability to learn new software and financial-services processes quickly.
• Collaborative mindset to work with multiple advisors and colleagues.

Responsibilities

• Assist advisors with meeting prep, presentations, reporting, and follow-up.
• Coordinate onboarding, maintain account info, and process required docs.
• Manage client communications; route questions and requests promptly.
• Support deposits, withdrawals, cashiering, and other account transactions.
• Develop proficiency in firm technology platforms and train colleagues.
• Learn Charles Schwab's technology and documentation processes and support custodian relationship.
• Identify and implement improvements to client service processes.
• Support office needs, meeting spaces, and event coordination.
• Assist advisors with social media activities as needed.

Skills

Organizational skills

Attention to detail

Written and verbal communication

Ethical standards

Collaborative mindset

Technology adaptability

Education

Bachelor's degree

Job description

JoCo seeks a Client Service Administrator to support the client account management team in Tulsa, OK. You will assist advisors with meeting prep, onboarding, and ongoing client service, helping ensure accurate, timely, and compliant outcomes.

You will work with custodial operations and technology platforms, helping streamline processes and train colleagues, while maintaining high professional standards and discretion.