Client Services Manager Boutique Wealth Planning

$45k - $65k

National Financial Partners

Retirement Investment Advisors, Inc. in Oklahoma City is seeking a experienced Client Services Manager to join our boutique wealth management team. You will coordinate client appointments, manage calendars for the advisor, and handle client inquiries with a professional, friendly demeanor. The role emphasizes high-quality service, meticulous data handling, and the ability to work independently in a small office. Competitive salary ($45,000–$65,000) plus benefits is offered based on experience. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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