Client Services Administrator - Edmond, OK
$50kAdvisor Talent Solutions
Position Client Services Administrator Firm Main Street Advisors Location Edmond, OK Overview Main Street Advisors is a dedicated financial planning firm based in Edmond, OK. We help clients achieve their financial goals through comprehensive planning. What you’ll do Client Experience & Administrative Support Serve as a friendly, professional first point of contact for clients—both in-person and over the phone Schedule and reschedule appointments as needed and monitor the schedule for cancellations or no-shows and help fill openings when possible Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step Support clients in successfully logging into and navigating the client portal, addressing questions and troubleshooting issues as needed Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests Maintain the firm’s CRM system (Wealthbox) through accurate data entry and database management Conduct outreach to new leads when needed and collaborate with the Business Development Manager on initial contact, as well as follow up with clients and prospects to support ongoing relationship development Assist with marketing initiatives by monitoring digital campaign performance and activity rates Event Planning & Coordination Assist with planning, coordinating, and executing client events and seminars, supporting the team to ensure their success Assist with guest communications, registrations, and RSVPs Support event setup, breakdown, and on-site logistics tasks Support marketing efforts by tracking basic activity and reporting what’s working Proactive Contribution Take initiative during slower periods by organizing systems, following up on outstanding items, and preparing for upcoming client needs Look for opportunities to improve processes, organization, and overall efficiency Step in to support the team wherever help is needed What We’re Looking For 1+ years’ of relevant experience strongly preferred Demonstrates strong proficiency and confidence working across various platforms and operating systems; CRM (Wealthbox) and Microsoft Office Suite Excellent communication; written and verbal Self-starter who takes initiative and works well independently Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Collaborative team player willing to assist others Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time-sensitive tasks Exhibits meticulous attention to detail and a commitment to accuracy Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters Bonus Points Interest in exploring marketing ideas, and a willingness to research Google platforms and AI trends Experience with the electronic application processing tools (DocuSign & FireLight) Experience with CRM systems What You’ll Get Pay & Perks $50k/year + bonus potential Healthcare and dental provided after 90 days, employer covers 50% PTO Schedule In office: Monday – Friday, 8:30am-5:30pm Some evenings required for client events #J-18808-Ljbffr Advisor Talent Solutions
$13 per hour
...Desk Receptionist Part Time Location: Edmond, OK A better way to deliver care starts... ...delivering high-quality, affordable chiropractic services in a convenient retail setting. As the... ...in sales, customer service, or a client-facing role preferred. Strong communication...SuggestedHourly payFull timePart timeImmediate start- ...Flexible Hours job at GIA Legacy Planning. Edmond, OK. Independent Sales Agent Location: [... ...growth. Responsibilities: Identify client needs and recommend tailored insurance solutions... ...Requirements: Sales or customer service experience is a plus (but not required)...SuggestedFull timePart timeRemote workWork from homeFlexible hours
$100k
...a Difference - United Placement Group, Edmond, OK. Estate Planning Sales Representative -... ...futures through comprehensive estate planning services! What We Offer: Uncapped earning... ...flexible sales presentations to prospective clients Generate new business in the senior...SuggestedFlexible hours- ...present merchandise and share detailed information regarding features and benefits of products Provide information regarding extended service plans and financing options Meet individual and team sales goals We think you'd be great for this role if you have: A...SuggestedBase plus commissionFull timePart timeSeasonal workImmediate startFlexible hoursNight shiftWeekend work
- ...profitability and customer satisfaction while protecting company assets. Duties and Essential Job Functions Provide excellent customer service, greet and assist customers. Operate cash register and scanner to itemize and total customer's purchase, collect payment from...SuggestedSeasonal work
$13 per hour
...– Part Time Location: Oklahoma City, OK A better way to deliver care starts here... ...high-quality, affordable chiropractic services in a convenient retail setting. As the largest... ...in sales, customer service, or a client-facing role preferred. Strong communication...Hourly payFull timePart timeImmediate start- Commercial HVAC Service Technician Are you ready to apply your commercial HVAC expertise with a well-established, customer-focused leader in construction and industrial climate control equipment rentals? REIC Rentals is hiring a safety- and customer-driven Traveling Commercial...Seasonal workNight shift
- ...store manager or assistant store manager. Assist in setting and maintaining plan-o-grams and programs. Provide exemplary customer service. Perform other duties as necessary to maximize profitability, customer satisfaction, and teamwork, while protecting company assets...Work experience placementSeasonal workRelocation package
$35.36k - $40.7k
...Call Center Representative - Oklahoma City, OK (On-Site) Be part of a team that... ...assisting members applying for Medicaid services through the member portal. Their responsibilities... ...am-5 pm). Develops understanding of the client's business and applies knowledge to...Full timeWork at officeFlexible hours- ...Customer Service Rep II (PRN/Days) Edmond Outpatient Clinic Edmond Clinic - Edmond, OK 73034 Overview Position Type PRN Job Shift Days Description CSR II (POD- Physician Office Department) assists patients with checking in and out for Physician office visits...Part timeReliefWork at officeShift work
- ...Present merchandise and share detailed information regarding features and benefits of products Provide information regarding extended service plans and financing options Meet individual and team sales goals Qualifications A desire to help our customers celebrate the...Base plus commissionFull timePart timeSeasonal workFlexible hoursNight shiftWeekend work
- ...New Diesel Truck Salesperson - Oklahoma City, OK Job Category: Sales Full-Time Oklahoma City, OK 73127, USA Job Details... ...to influence customers and assist them in applying our products/services to their needs resulting in revenue generation for the company and...Full timeLocal areaFlexible hours
$52k - $180k
...Territory Sales Representative - Oklahoma City, OK Who is Vivazen? Over a decade ago, Vivazen disrupted the market by introducing the original, plant-powered alternative to synthetic stimulants. Today, we’re a category-defining brand with over 700 million servings sold...Hourly payFor contractorsLocal area- ...seeking an organized and professional Office/Administrative Assistant to join our team. The ideal... ...to maximize workflow and customer service. Responsibilities Provide general administrative... ...and commercial plumbing services in Edmond, OK. We are a family-owned business that is...Work at office
- Route Sales Associate Oklahoma City, OK Jobs at Ronnoco Coffee LLC Route Sales Associate Oklahoma City, OK Jobs at Ronnoco Coffee LLC... ...was born at the 1904 World's Fair in St. Louis. Today, Ronnoco services customers in more than 40 states through DSD and strategic...
$10 per hour
...Sales Associate (Store 85, Oklahoma City, OK) Ace Retail Group (ARG), is a division of Ace Hardware Corporation that owns and operates... ...cleanliness. Essential Duties & Responsibilities Customer Service: Provide a positive representation of Ace Retail Group....Hourly pay- ...Fabletics Retail is currently looking for a Part Time Store Associate for our Fabletics Retail Store in Classen Curve in Oklahoma City, OK. What makes this job FAB? Join our team as a Store Associate and be at the forefront of delivering a best-in-class retail...Part timeWork experience placementFlexible hoursAfternoon shift
- ...present merchandise and share detailed information regarding features and benefits of productsProvide information regarding extended service plans and financing optionsMeet individual and team sales goalsWe think you’d be great for this role if you have:A desire to help...Base plus commissionFull timePart timeSeasonal workImmediate startNight shiftWeekend work
$75k - $90k
...Professional Sales Representative - Oklahoma City West, OK Job Category: Field Sales Full-Time Remote Oklahoma City West... ...of Supernus products, competitive products, and support services. Demonstrate effective interaction with all company personnel...Full timeWork at officeRemote workRelocationVisa sponsorshipNight shiftWeekend workAfternoon shiftWeekday work- ...Full-Time: 15200 Crown at Lone Oak Rd., Edmond, OK 73013 Schedule - 6:45am - 3:00pm (Monday... ...focus on excellence, care, and respect for clients and their pets. We strive to treat... ...off-site events Provide nanny concierge services as needed (pick-up & deliveries, etc.) Follow...Full timePart timeWork at officeMonday to FridayWeekend work
$120.96k - $181.44k
...Institutional & Specialty Sales Consultant, Cardiology - Oklahoma City, OK At Bayer we're visionaries, driven to solve the world's... ..., collaborating closely with Marketing, Market Access, Patient Services, and other internal partners, as appropriate, to drive the US...Local areaImmediate start$120.96k - $181.44k
...Primary Care Sales Consultant - North Oklahoma City, OK At Bayer we're visionaries, driven to solve the world's toughest challenges... ..., collaborating closely with Marketing, Market Access, Patient Services, and other internal partners, as appropriate, to drive the US...Local areaImmediate start$151.04k - $198.2k
...and safety messaging and information about product access / safe administration to relevant customer stakeholders in a compliant way.... ...range for the Sr. Oncology Sales Specialist- S1 - (Oklahoma City, OK) (field based) is from: $151,040-$198,200 Under current guidelines...Work at officeLocal area- ...Automotive Sales Consultant - Ford Edmond Cooper Auto Group is a family owned business since 1946, and as a family, we are committed... ...self-motivated and have outstanding communication and customer service skills with a strong work ethic. This is a tremendous...
- ...YEARBOOK FIELD-BASED POSITION | OKLAHOMA CITY, OK TERRITORY | TRAVEL UP TO 70% Be your own... ...and work effectively with school administrations, organizations and their advisors, teachers... .... School administration on products and services offered by Jostens. Compliance. Comply...Work at officeRemote work
- ...Truck Sales Coordinator - Oklahoma City, OK Job Category: Sales Full-Time Oklahoma City, OK 73127, USA Job Details... ...dealership to assure that they are satisfied with the products and services they have purchased. Job Tasks: # Appraise used trucks for...Full timeWork at officeLocal areaFlexible hours
$7.25 - $9 per hour
...FWSP Clerical Assistant - Library, Information Desk Edmond, OK 73034 Overview Salary Range $7.25 - $9.00 Hourly Position Type... ...procedures, printing and computer assistance and other customer service related duties. Typical duties may include searching databases...Hourly payFull timeSummer workWork at office$116k - $166.75k
...guidance. ~ Ability to assimilate and communicate complex clinical and product information. ~ Travel: Territory: Oklahoma City W, OK Must reside within a commutable distance of 75 miles from the primary city in the sales territory. Field travel by car daily....Temporary workLocal areaWorldwideFlexible hoursNight shift$9.5 - $10.5 per hour
...Cricket Wireless Authorized Retailer Cricket Wireless Authorized Retailer is now hiring in Edmond (7th and Broadway). Hourly pay ($9.50 - $10.50) plus commission ($300-$1500 per month). Most employees make $12-$16 an hour when commission is added. Pay rate may vary...Hourly payImmediate start$55k - $65k
...Outside Sales Representatives - Oklahoma City, OK Join Our Team at CRBS The Broadest Distributor of Select Exterior Building Products... ...Representatives are key to providing customers with superior service and a full range of products and solutions to meet their...Full timeTemporary workFor contractorsFlexible hours
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