Wealth Management Client Solutions Associate
Fairygodboss
Fairygodboss is seeking a Private Client Investment Associate in Oklahoma City to support Private Client Advisors within Wealth Management. You will manage client service, operational marketing, and administrative tasks to facilitate investment solutions for our high-value clients. Successful candidates must hold a Series 7 license, along with other essential licenses, and be dedicated to fostering long-term client relationships through comprehensive support and proactive service. #J-18808-Ljbffr Fairygodboss
$25 - $44 per hour
Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...the FA's business, while customizing solutions based on their specific needs. Job expectations...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...Suggested
$25 - $44 per hour
Bank of America is hiring for a client service support role at Merrill Wealth Management. This position focuses on providing excellent client service while working closely with multiple Financial Advisors to address client needs. The ideal candidate will be client-centric...SuggestedHourly pay- JPMorgan Chase & Co. in Oklahoma City is hiring a Private Client Investment Associate to provide client service and operational support to... ...and building client relationships while engaging in risk management. A valid Series 7 license is mandatory, along with obtaining...Suggested
- 慨正橡扯 is looking for a Client Service Excellence Center associate in Oklahoma. You will connect with clients via inbound calls to assist with account-related... ...-facing experience, strong client relationship management skills, and active FINRA Series 7 and 63 licenses. The...SuggestedRemote job
$10k
...first impressions with our customers. From managing administrative processes, scheduling,... ...be successful. View all our health, wealth and life offerings at What You'll... ...sweat -- often coming up with creative solutions. Manage incoming calls, e-mails and faxes...Weekly pay$15 - $18 per hour
...Customer Service Associate Berrong Insurance Agency is seeking a motivated, organized,... ...designed to grow into a licensed Account Manager position within our agency. In this role... ...serve as the first point of contact for our clients while supporting our service team with...Hourly payWork at office- eNL Legal in Berkshire, hybrid role, seeks a Private Client Solicitor with 6+ PQE to manage probate matters and support a growing legal team. You will work with the Head of Legal and collaborate with sales, product and operations to innovate probate service delivery. The...
- ...should possess exceptional customer service skills and the ability to lead teams effectively. Join a supportive environment where work-life balance is valued. Apply today to take the next step towards a fulfilling career in client service leadership. #J-18808-Ljbffr MediumRemote jobWork from home
- Vanguard is seeking a Client Service Excellence Center associate to join its remote team. You will assist clients through inbound calls with their account-related needs, helping them navigate significant milestones in life. The successful candidate will have at least 3...Remote job
$67k - $80k
...make our program the preferred hospice provider in the service area, fulfilling our mission and achieving agency growth and census management goals. Educating and Connecting: Conduct initial meetings with patients and their families, introducing them to the hospice...Monday to Friday- ...Legal Group values creative problem-solving and works with clients to find alternative solutions when traditional approaches are not feasible. The team... ...offers the opportunity to work directly with clients, manage sophisticated matters, and contribute meaningfully to the...
- ...Purple Land Management is seeking a Title Attorney to join our team and work directly with project leadership. As our company continues... ...conducting in-depth mineral and title research that supports our clients’ drilling operations, lease negotiations, and payout processes...Work at officeImmediate start
$70k - $80k
...case handling to achieve best outcomes for clients. The attorney will work independently... ...Oklahoma City, OK Responsibilities Oversee and manage approximately 500 pre‑litigation matters... ...Job type: Full‑time Seniority level: Associate Job function: General Business and Legal...Full time- ...Description Summary Advise clients about a range of banking... ...seeking a dynamic Client Service Associate who is a motivated, detail oriented... ...as the ability to organize, manage, and track multiple, detailed... ...problems and establish solutions in a fast paced environment....Work experience placementWork at office
$15 - $18 per hour
...Oklahoma is seeking a motivated Customer Service Associate. This position offers a career development... ...transition into a licensed Commercial Lines Account Manager role. You will be the first point of contact for clients, handling administrative tasks while receiving training...Hourly pay$115k - $150k
...office of Hall Booth Smith, P.C. is seeking Associate Attorneys to join its Medical... ...development, and interact with and develop firm clients. The ideal candidate for this position... ...termination, compensation, benefits, performance management, selection for training, educational...Full timeWork at officeLocal areaRemote workFlexible hours- Ascent Resources is seeking a Land Title Attorney. This position is located in Oklahoma City, OK and will report to the Title Manager. Title Attorney title will be based on years of experience. This position is responsible for reviewing and analyzing various land and title...Contract workWork experience placementLocal area
- ...conflicts of interest, and assist Partners/Associates in resolving them. Review and analyze... ...conflicts of interest; assist Partners and Firm Management in resolving same. Provide concise... ...ensure waivers are obtained before new clients/matters are opened. Review language in...
- ...related field working with families and children.Experience in case management and advocacy for diverse populations.Familiarity with... ...communication skills, with the ability to build rapport with clients and community partners.Excellent organizational and time-management...Work at office
$137.5k
## Managing Attorney VApplylocations: Oklahoma Countytime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31... ...State of Oklahoma AND* An active membership with the Oklahoma Bar Association AND* 9 years of legal experience including 2 years of...Full timeContract workPart timeWork at officeMonday to FridayFlexible hours- ...their team in Dallas, TX, or Oklahoma City, OK. The attorney will manage a caseload of foreclosure, title, and litigation matters for... ...on foreclosure procedures and documentation. Review and analyze client and loan documents, title searches, and legal pleadings. Draft legal...Work at officeFlexible hours
- ...meetings with prospective and current clients. Apply knowledge of business issues, legal... ...License from the Oklahoma Bar Association. Skills Knowledge of Federal Indian law... ...organizational professionalism. Project management and presentation skills. Time management...Relocation
$45k
...social service field preferred. At least three years of related experience preferred. Understanding of crisis intervention, case management, and safety planning preferred. Ability to handle sensitive and confidential information with discretion. Outstanding...Full timeMonday to FridayFlexible hoursDay shift- ...sophisticated practice. This role requires extensive contact with clients, governmental agencies and opposing counsel working on matters... ...of the largest labor and employment law firms representing management in all types of employment‑related legal matters. Best Law...Work at officeLocal areaFlexible hours
$15 per hour
...and conflict resolution skills Ability to "think on your feet" Social/emotional knowledge Problem‑solving techniques Project management skills Leadership skills Collaboration experience Flexibility This is a great chance to join JCC Greater Boston's respected and...Hourly payWork experience placementSummer workSeasonal workMonday to FridayDay shift- Robertson, Anschutz, Schneid, Crane & Partners, PLLC is looking for a Managing Attorney to join their high-volume foreclosure practice in Massachusetts. This role involves extensive client contact and supervision of legal staff, ensuring the highest quality of work-product...
- ...disabilities. Candidates are expected to have a Bachelor's degree and four years of relevant experience. The role involves case management, providing technical assistance, and coordinating with state agencies. Knowledge of community resources for disabilities is essential...Full timeWork at office
- Purple Land Management is seeking a skilled Title Attorney to enhance our project leadership team in Oklahoma City. This role involves thorough mineral and title research essential for our clients’ drilling operations and lease negotiations. The ideal candidate should...
$76.75k - $197.1k
...work productively with attorneys, paralegals, support staff, and client agencies. Will be or be willing to become an active member of... ...or former political appointees require Office of Personnel Management authorization. If you are a current or former political Schedule...Permanent employmentWork at officeRemote workRelocation
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