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- ...Client Services Associate A highly respected single family office is seeking a polished and detail-oriented... ..., events, and advisor communications Manage legal, financial, and governance... ...experience in a family office, private wealth, or executive support environment Strong...SuggestedWork at office
$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...SuggestedHourly payWork at office- ...Candidates 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-LjbffrRemote workWork from home
- ...compliance, litigation, and risk management. Responsibilities Serve as... ...clear, actionable guidance. Client service orientation -... ...and recommend well‑reasoned solutions. Organizational agility - ability... ...counsel relationships and associated budgets. Physical Requirements...Contract workWork at officeLocal areaShift work
- ...this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize both your personal and professional aspirations. Apply today and...Work from homeFlexible hours
- ...We fight for equal justice and human dignity by supporting our clients in achieving their legal and life goals. We zealously advocate... ...we maintain a steadfast commitment to: (1) Ensure that CPCS management and staff members represent a broad range of human differences...Permanent employmentRemote work
- ...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
$130k
...As an Client Sales Associate, you will play a key role in helping individuals and families make informed... ...goals and recommending tailored solutions using a broad range of high-quality financial... .... This role offers the flexibility to manage your own schedule while receiving...Full timeFlexible hours$140k - $180k
...conflicts of interest, and assist Partners/Associates in resolving them. Review and analyze... ...of interest; assist Partners and Firm Management in resolving same. Provide concise summaries... ...ensure waivers are obtained before new clients/matters are opened. Review language in...Full timeRemote work- ...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
- ...is seeking a Technical Customer Care Associate for a hybrid role in Oklahoma City. This... ...and addressing inquiries from valued clients. You will manage complex tickets and ensure effective... ..., and health insurance options. #J-18808-Ljbffr 330779353 CoreLogic Solutions, LLCRemote job
$15.5 per hour
...one of Safelite's first impressions with our customers. From managing administrative processes, scheduling, work orders and invoicing... ...-- without breaking a sweat -- often coming up with creative solutions. Manage incoming calls, e-mails and faxes for service issues...Weekly payMonday to FridayWeekend work$120k - $180k
...Family Law Associate (Hybrid/Remote) - Divorce, Custody/Support, Division... ..., and cost-effective solutions that cater to the diverse legal... ...accomplished team of attorneys brings a wealth of expertise, combining both... ...the unique challenges our clients encounter. We are committed...Local areaRemote workWork from home$140k - $180k
A law firm is seeking a Conflicts Attorney to manage conflicts of interest for their team. The ideal candidate will possess 3+ years of law firm experience, a strong legal background, and an active bar license. Responsibilities include reviewing conflict reports, drafting...Remote jobFull time$100k - $125k
Dads.Law is seeking a Managing Attorney for our Oklahoma City office. This role requires a committed attorney who will... .... You will carry your own caseload while mentoring associates and ensuring exceptional client outcomes. With a significant legal foundation and support...Work at office- ...plans nationwide, providing our clients with innovative cost‑containment solutions through our unique service offerings... ...if appropriate. Responsibilities Manage and support reviews of member and... ..., skills, or working conditions associated with the position. While it is...Full timeWork at officeFlexible hours
$105.79k - $141.05k
...in‑house corporate counsel role supports Lumen’s Global Partner Solutions organization, with primary responsibility for drafting,... ...stakeholders on contract terms, risk, and compliance considerations Manage the contract lifecycle, including amendments, renewals, and documentation...Contract workTemporary work$120k - $175k
...matters. Our practice is built on responsiveness, strategy, and long-term client relationships. Internally, we operate as a collaborative, team-oriented group where attorneys are trusted to manage their caseloads while having access to experienced colleagues for...Work at officeLocal areaWork from home- ...Family Law Attorney OKC Fast-growing Oklahoma practice seeking a compassionate, client-focused family law attorney. Position Highlights Manage a mix of divorce, custody, support, and modification matters Firm provides full support staff, intake team, and marketing Highly...Flexible hours
$61.05k - $98.33k
...consultant, supporting the goals of the Claims Management department and of CorVel. This is a... ...of industry-leading risk management solutions for the workers’ compensation, auto,... ...innovative and integrated solutions to our clients. We are a stable and growing company with...Minimum wageFull timeWork at officeLocal areaRemote workFlexible hours$20 per hour
Communitas is looking for a full-time Day Program Case Manager located in Beverly, MA. This role is crucial in supporting individuals with developmental disabilities, ensuring their needs are met through effective coordination of services. The ideal candidate will possess...Hourly payFull time- ...Organization in Oklahoma City is hiring a Case Manager to provide services to formerly chronically... ...with community resources to ensure clients' stability and self-sufficiency. The ideal candidate should have an Associate's degree in Social Work or related field, along...Full timeMonday to Friday
- Homeless Alliance is seeking a dedicated professional to assist with the HOPWA program for clients living with HIV/AIDS in Oklahoma City. The role involves reviewing case applications, determining eligibility, and providing client support through referrals and advocacy....
- ...respected Oil, Gas + Energy Practice. We represent a wide range of clients—including operators, non-op and mineral buyers, renewable... ...emerging legal trends across your jurisdiction to provide proactive solutions to our clients. Collaborating with Industry Stakeholders:...Full timeFor contractorsWork at officeLocal areaRemote workMonday to FridayFlexible hoursShift work
- ...Our law firm seeks a Managing Attorney for its high-volume foreclosure practice. This position requires client contact and a high-volume workload. License to practice law in Massachusetts required. Specific Job Responsibilities: Assisting with the firm’s foreclosure and...Work at office
$100k - $125k
...As Managing Attorney for our Oklahoma City office, you will own the courtroom, lead the... ...your own caseload while mentoring junior associates and paralegals, building the kind of team... ...do best practicing law and winning for clients. The right attorney for this role is someone...Temporary workWork at officeLocal area- ...Company: SingleCare provides prescription benefit solutions directly to millions of people through its free-to-use prescription discount card. We have saved our users over $4B on prescription medications since 2015. We are working together to solve big problems and...Work at office
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