High-Touch Client Services Specialist for Financial Advisors
Raymond James Financial, Inc.
A leading financial services company in Oklahoma City is seeking a Client Service Associate to provide essential administrative support to Financial Advisors and clients. The candidate should possess effective communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities include processing financial transactions, preparing reports, and engaging in client interactions. The role requires a High School Diploma and preferably one year of experience in the securities industry. #J-18808-Ljbffr Raymond James Financial, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the High-Touch Client Services Specialist for Financial Advisors in Oklahoma City, OK vacancy
- ...Organization in Oklahoma City is seeking a polished Client Services Associate to support family principals and external advisors. Responsibilities include coordinating family... ...offers a unique opportunity to thrive in a high-touch, confidential environment. #J-18808-Ljbffr...SuggestedWork at office
- ...Chief Financial Officer (CFO) Advisor About the Company Pioneering robotics & software startup Industry Consumer Services Type Privately Held About the Role The Company... ...of a CFO Advisor to provide high-level strategic financial guidance...SuggestedPart timeRemote workFlexible hours
Confidential
Oklahoma City, OK4 days ago - ...hiring Tellers in Edmond, Oklahoma. The role involves processing customer transactions, providing top-notch service, and promoting bank products. Requires a high school diploma, at least 6 months of cash handling experience, and excellent customer service skills. Preferred...SuggestedFull time
- A national banking institution in Oklahoma City seeks a client engagement specialist responsible for assisting clients with transactions via self-service resources. The role requires building strong client relationships and effectively managing cash transactions while complying...Suggested
- ...Description Summary The CAS Specialist is responsible for... ...for a variety of clients. This includes... ...and preparing accurate financial reports. CAS Specialists... ...records are maintained to a high standard. This role... ...ensure seamless client service Software Knowledge...Suggested
L. MYLES SMITH & COMPANY PC
Edmond, OK25 days ago - ...A recruitment agency is seeking a full-time, remote Business Development Advisor for a client in the financial services industry. The ideal candidate will have a Bachelor's Degree, at least 4 years in business development, and expertise in consultative selling. Responsibilities...Full timeRemote work
LHH
Oklahoma City, OK3 days ago - ...A financial services firm is seeking Sales Consultants to help clients secure financial stability through indexed universal life policies and life insurance. This remote role offers flexibility, uncapped commissions, and a supportive team environment. Candidates will...Remote work
Kensington Partners Group
Oklahoma City, OK3 days ago - A veterinary service provider located in Massachusetts is seeking a qualified individual with strong communication skills... ...is preferred. Responsibilities include ensuring high standards of patient care and client service. This position requires a high school diploma,...
- ...expert guidance, and exceptional service to help our customers excel.... ...-focused Commercial Account Specialist to support and expand our... ...primary contact for commercial clients; building relationships, identifying... ...meet or exceed sales goals. Highly organized with the ability to...Work at office
- ...join our expanding team as Client Engagement Specialist on a 1099 contract basis. This... ...training on our products/services, sales techniques, and... ...farewell to cold calling; access high-quality leads to focus on... ...role where you'll be offering financial products such as IULs,...Contract workRemote work
Kensington Partners Group
Oklahoma City, OK21 hours ago $15 - $17 per hour
...Customer Service Representative Be part of a team dedicated to serving our community and... ...our customers expectations at every touch point Customer Satisfaction You will... ...amazing customer experience and ensuring a high level of customer satisfaction. Efficiency...Work at officeImmediate startMr Handyman
Edmond, OK1 day ago$23.53 - $26.53 per hour
...Customer Service Representative (Remote) Full-time Compensation: USD 23.53 - USD 26.... ...tailored solutions that align with each client’s unique goals and organizational needs.... ...LesBaird Consulting LLC strives to deliver high‑quality consulting services that support...Hourly payFull timeRemote workJobs for Humanity
Oklahoma City, OK1 day ago- ...The Claros Travel is a growing luxury services company dedicated to creating seamless, personalized, and high-quality experiences for our clients. We are seeking a professional and customer... ...and resolve concerns Deliver a high-touch, solutions-oriented customer experience...Remote workFlexible hours
The Claros Travels
Oklahoma City, OK4 days ago - ...common purpose to help make financial lives better through... ...how we deliver for our clients, teammates, communities... ...a Financial Solutions Advisor Stage I (FSA I), your... ...one year of financial services industry or sales experience... ...Education Requirement High School Diploma / GED /...Work at officeImmediate startMonday to FridayShift workDay shift
$10k
...The Client Service Specialist (CSS) serves as the clinic's primary point of contact for all client interfaces, beginning with the first impression... ...Available for holiday rotation REQUIREMENTS High school diploma or GED Computer proficiency Lift 4...Full timeNight shiftWeekend workCityVet
Oklahoma City, OK4 days ago- ...world's largest flower delivery service. With more than 10,000 member... ...Education: High School Diploma or equivalent... ...match eligibility to secure your financial future and including: ~24/... ...offers the kind of personal touches, artistry and expertise you expect...Work at officeLocal areaRemote workWork from homeWorldwideShift work
The Wonderful Company
Oklahoma City, OK21 hours ago $16 - $17 per hour
...Member Service Representative (Bank Teller) Position: Member Service Representative (Bank... ...to our local communities, providing financial education, and supporting local organizations... .... Education and Qualifications High school diploma or G.E.D. Minimum 1 year...Hourly payFull timeTemporary workLocal areaMonday to FridayFlexible hoursAfternoon shiftEarly shiftCommunication Federal Credit Union
Oklahoma City, OK1 day ago$11 per hour
...Drybar Sales Associate / Customer Service Representative Drybar is a blow dry-only bar... ...provide excellent customer service to our clients. This is not your normal retail sales... ...experience preferred but not required High school diploma or equivalent Ability to...Hourly payLocal areaFlexible hoursShift workWeekend workAfternoon shiftDrybar Shops
Oklahoma City, OK5 hours ago- ...team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking... ...Accurately Perform Financial Transactions and Functions Accurately... ...Required Skills & Education High School diploma or equivalent...Hourly payFull timeCurrently hiringWork at officeLocal area
Equity Bank
Oklahoma City, OK2 days ago - ...keep cash flowing throughout financial institutions and retail businesses... ...As Cash Management Services Teller, you work with your team... ...Ability to use calculator by touch Working Conditions... ...position (in front of a 3.5 – 4 foot high counter) Essential Functions...Full timeFlexible hoursShift work
Loomis
Oklahoma City, OK2 days ago - ...calls to potential and existing clients, answering inquiries and assisting... ...of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication... ...drive and ambition to achieve ~ High-speed internet connection, and a...Full timeRemote work
Zuzick Organization of Globe Life
Edmond, OK2 days ago - ...while promoting the bank's products and services and providing excellent customer service.... ...checks and other negotiable instruments for clients. • Examines documents for endorsements... ...EDUCATION/CERTIFICATION : High school graduate or equivalent. REQUIRED...Part timeWork at officeMonday to FridayNight shiftAfternoon shiftWeekday work
Prosperity Bank
Oklahoma City, OK1 day ago - Description Veterinary Client Service Representative - Full‑time - Oklahoma City, Oklahoma. About... ...treatments, we aim to provide high‑quality care for your pet throughout every... ...system Process payments, invoices, and financial transactions Assist with prescription requests...Full timeTemporary workLocal areaFlexible hours
$20 - $24.95 per hour
...products, and ensure excellent customer service. The position requires flexible hours and... ...24.95 per hour. Qualifications include a high school diploma, with a preference for a college... ...degree and experience in sales and financial services. Bilingual applicants are encouraged...Hourly payFlexible hours$70k
...community bank in Oklahoma City. The role involves managing customer accounts, providing excellent service, and requires strong communication skills. Candidates should have a high school diploma and at least two years of customer service experience. This position offers a...- ...addressing inquiries and assisting with problem resolution at a full-service Cape Cod 5 Retail Banking Center location. Salary Grade 11R... ...Additional duties as assigned Education & Certifications High school diploma (or G.E.D.) and willingness to pursue higher education...Traineeship
- ...State Farm Agent is dedicated to helping clients meet their insurance and financial needs with personalized solutions and exceptional customer service. Our office offers a collaborative and... ...-facing role is an advantage. High school diploma or GED equivalent is required...Full timeWork at officeLocal area
Chandler Tolbert State Farm
Edmond, OK4 days ago - ...Customer Resolution Specialist Looking for a rewarding career in customer service? We just increased our hourly minimum rate!... ...Contact Center by interacting with clients over the telephone and through... ...prioritization skills in order to handle a high volume of multiple communication...Hourly payWork at officeRelocation packageFlexible hoursShift work
- ...relationships. Known for its commitment to service and award-winning culture, the Company... ...across its two business models. In the High-Touch Solutions segment, Grainger offers approximately... ...loan refinancing and free access to financial counseling, education, and tools....Hourly payFull timePart timeLocal areaWorldwideShift work
- ...retail company in Massachusetts is seeking a Client Advisor. This position requires building relationships with clients through exceptional service and expert styling knowledge.... ...background in fashion retail is essential, and a high school diploma is required. This full-...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High-Touch Client Services Specialist for Financial Advisors. Be the first to apply!
Related searches
- customer service representative csr Oklahoma City, OK
- customer retention representative Oklahoma City, OK
- service representative Oklahoma City, OK
- client retention specialist Oklahoma City, OK
- bilingual customer support specialist Oklahoma City, OK
- customer service associate remote Oklahoma City, OK
- customer service representative ii Oklahoma City, OK
- international customer service representative Oklahoma City, OK
- employee relations assistant Oklahoma City, OK
- full time customer service representative work from home Oklahoma City, OK