Client Relations Specialist

JoCo

JoCo in Tulsa seeks a Trust Assistant to provide administrative support and client liaison while ensuring confidentiality and accuracy in discretionary trust processes. You will assist with trust transactions, prepare documentation, and help with tax reporting and client presentations. Ideal candidates will have a Bachelor's degree in a related field, experience in financial services or wealth management, and strong MS Office skills. #J-18808-Ljbffr

Apply

Vacancy posted 17 hours ago

Similar jobs that could be interesting for youBased on the Client Relations Specialist in Tulsa, OK vacancy

Customer Relations Specialist
...Tulsa, OK 74145Position Type: Full TimeEducation Level: High SchoolJob Category: Admin - ClericalGeneral Function: The Customer Relations Specialist will be the first point of contact for the public, on the phone and in person, creating an environment of excellence in...
Suggested
Work at office
Clary Sage College
Tulsa, OK
4 days ago
Customer Relations Specialist
...A leading insurance provider in Tulsa is seeking a Customer Relations Representative to join their team. The role involves managing customer inquiries, maintaining records, and assisting with retention strategies. Ideal candidates should possess strong communication and...
Suggested
State Farm
Tulsa, OK
4 days ago
Customer Relations Specialist
$45k - $50k
...Customer Relations Specialist Engineered Seal Products, a 55-year-old employee-owned business that thrives together through employee ownership to drive customer success. We specialize in engineered sealing and supply chain solutions for global customers. Our ever-growing...
Suggested
Contract work
Engineered Seal Products
Tulsa, OK
2 days ago
Customer Relations Representative - State Farm Agent Team Member
$55k - $80k
...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations Representative - State Farm Agent Team Member with Michael Nelson - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a...
Suggested
For contractors
Work at office
Michael Nelson - State Farm Agent
Tulsa, OK
5 days ago
Customer Relations Representative - State Farm Agent Team Member
$55k - $75k
...looking for a supportive, team-first culture where you can thrive, we'd love to have you join us! Role Description: As a Customer Relations Representative - State Farm Agent Team Member with Matt Mccoy - State Farm Agent, you will generate the kind of exceptional...
Suggested
For contractors
Flexible hours
Matt Mccoy - State Farm Agent
Tulsa, OK
17 hours ago
Customer Relations Representative - State Farm Agent Team Member
$40k - $55k
Role Description As a Customer Relations Representative - State Farm Agent Team Member, you will generate exceptional customer experiences that reinforce the growth of a successful insurance agency. Your role involves handling inquiries, resolving issues, coordinating with...
For contractors
Flexible hours
State Farm Agent
Tulsa, OK
3 days ago
Manager, Financial Services & Client Relations - Tulsa, OK - #9080
...Job Description Job Description Manager, Financial Services & Client Relations – Tulsa, OK – #9080 We are seeking a Financial Professional to manage our Retirement Plan Services division. Essential Duties and Responsibilities: Manage the IRA and Personal...
Flexible hours
The Pursell Group LLC
Tulsa, OK
29 days ago
Client Support Specialist
...home improvement and healthcare verticals. Job Summary As a Client Support Specialist, you will be the primary point of contact for platform... ...basic troubleshooting workflows. Bachelor’s degree in Business, Finance, Communications, or a related field. #J-18808-Ljbffr...
FinMkt
Tulsa, OK
5 days ago
Service person - Part time
...opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color,...
Full time
Part time
Flexible hours
Afternoon shift
KnitWell Group
Tulsa, OK
1 day ago
Client Engagement Specialist
...individuals who enjoy working with people to join our team as Client Engagement Specialist. In this position, you will help guide clients through the... ...are required Maintain accurate notes and documentation related to client interactions and booking activity Collaborate...
Remote work
Flexible hours
Hopesglobalgetaways
Tulsa, OK
5 days ago
Customer Relations Representative - State Farm Agent Team Member
...focused, growth-minded, and supportive. We hold each other to high standards while working together toward the best outcomes for our clients. Team members enjoy a well-equipped break room with a full kitchen, stocked drinks and gourmet coffee, birthday lunches, team...
Work at office
Relocation package
Daniel Parker - State Farm Agent
Tulsa, OK
6 days ago
Client Services Representative
...Shelter Client Services Representative The Shelter Client Services Representative serves as a staff member at the will of Domestic Violence... ..., multi-task, and changing environment, with frequent pressure related to meeting deadlines and scheduling requirements. Must be able...
Internship
Work at office
Monday to Friday
Flexible hours
Shift work
Domestic Violence Intervention Services, Inc.
Tulsa, OK
1 day ago
Technical Product Support Specialist
...demonstrations, training and operational support for technical solutions related to site positioning systems. This position will also be a... ...information and respond to questions from groups of managers, clients, and customers. The ability to solve practical problems and...
Warren Equipment Company
Tulsa, OK
2 days ago
Customer Service Rep
...to go, and feel confident in our services. What You'll Do: Be a Transit Expert: You'll be the go-to person for all things related to MetroLink Tulsa's services. Whether it's a call, an email, or an in-person question, you'll provide accurate information on bus...
Immediate start
Night shift
Weekend work
Afternoon shift
Metropolitan Tulsa Transit Authority
Tulsa, OK
2 days ago
Call Center Representative
...services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising... ..., color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age,...
Full time
Work at office
Local area
Monday to Friday
Day shift
System One Holdings, LLC
Tulsa, OK
3 days ago
Customer Support Specialist
...RESPONSIBILITIES: Responsible for ensuring a positive client and guest experience for each individual who enters our facility... ...improved access to high quality care. Performs other reasonably related duties as assigned by the immediate supervisor or other...
Work at office
Immediate start
Grand Mental Health
Tulsa, OK
1 day ago
Call Center Representative
$18.5 per hour
...Boost Mobile plans (starting at $15/month) Requirements High school diploma or GED Ability to work full-time on-site Six months of related customer service and troubleshooting experience and/or training Flexible to work shifts that might include evenings, weekends, or holidays...
Full time
Home office
Flexible hours
Shift work
Afternoon shift
EchoStar
Tulsa, OK
5 days ago
Customer Service Associate I
...and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor. Please note, this job description is not a contract of employment and may be modified...
Contract work
Part time
Local area
Family Dollar
Tulsa, OK
2 days ago
Customer Service Representative II
...logistics, and other teams to resolve customer issues and ensure successful outcomes. Manage order changes, returns, and warranty-related requests with accuracy and attention to detail. Maintain accurate records of customer interactions, transactions, and issue...
Work experience placement
Work at office
AAON
Tulsa, OK
3 days ago
Customer Service Representative
...Must be fluent in American Sign Language (ASL). Some positions may require that applicants be willing and able to fulfill all job-related travel. Some positions may require performing moderately heavy lifting. Position is located in the Division of Vocational...
Work at office
Trial period
Flexible hours
State of Oklahoma
Tulsa, OK
18 hours ago
Customer Support Specialist
$16.75 per hour
...Customer Support Specialist COE - Tulsa, OK - Tulsa, OK 74119; COE Tulsa - Tulsa, OK 74119... ...inquiries Assist merchants with payment-related questions, product adds, equipment requests... ...skills Enjoys working with clients and sales reps over the phone Able to assess...
Hourly pay
Apprenticeship
Work at office
Local area
Work from home
Vehlo
Tulsa, OK
5 days ago
Customer Service Representative
...agency. The actual posting represents a position at one of our clients. Job Summary Our client is seeking a Customer Service Representative... ...to act as the first point of contact for all membership-related inquiries, providing outstanding service to customers....
Minimum wage
Temporary work
Local area
Monday to Friday
Shift work
Medix
Tulsa, OK
2 days ago
Customer Service Rep
$18.5 per hour
...attendance and any required system documentation. Requirements Education : Bachelor's Degree in Education or Social Work or related field or equivalent experience required. Experience : Minimum of 2 years' customer service experience and two years' experience...
Full time
Local area
Dynamic Workforce Solutions
Tulsa, OK
4 days ago
Customer Service Representative
...process freight work orders, schedule loads, invoicing, and handling any other customer requests Generate bills of lading and any other related paperwork for work orders Check all orders for special requests and post inventory records Assist, coordinate and conduct physical...
Temporary work
Immediate start
United Warehouse Company
Tulsa, OK
4 days ago
Customer Service Representative
.... Monitor, resolve, document, and report all customer complaints, driver route sheets and call-in sheet and all customer problems relating to operations and coordinate with sales. Track customer information and concerns and enter data into database. Research and complete...
Work at office
Local area
GFL Environmental
Tulsa, OK
5 days ago
Customer Service Representative
...outstanding customer service. Work on difficult issues regarding client complaints and other issues. Work closely with department... ...documentation with HTS and ECCN codes. Perform other work-related tasks as assigned. Education & Experience Qualifications...
Full time
Contract work
NOV
Tulsa, OK
4 days ago
Customer Service Representative
...Manage returns, RMAs (Return Merchandise Authorizations), and issue credit notes as necessary. Ensure timely resolution of quality-related issues to maintain customer satisfaction. How to Qualify? Previous experience in a customer service role or related...
Work experience placement
Flexible hours
MIRATECH
Tulsa, OK
2 days ago
Customer Service Representative
...reporting needed changes. Contribute to team effort by accomplishing related job duties and achieve the results needed. The successful... ...requirements, processes, contract provisions and annuity products and the client's website. Efficiently process transactions and track...
Minimum wage
Contract work
Monday to Friday
Flexible hours
Shift work
DXC Technology
Tulsa, OK
2 days ago
Branch Wholesale Product Specialist
...recommend the right solutions. Wholesale Product Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...work experience selling paint and paint-related products Have previous work experience...
Contract work
For contractors
Work experience placement
Local area
Afternoon shift
Sherwin-Williams
Tulsa, OK
9 hours ago
Customer Service Representative- Tulsa, OK
...confirmation. Processes customer requests by sending faxes, returning telephone messages, sending mail documents, or using other related communication under direct supervision. Basic Qualifications High school diploma or G.E.D. Zero or more years of customer...
Work at office
Shift work
Georgia IT, Inc.
Tulsa, OK
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relations Specialist. Be the first to apply!