Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Services Specialist

Stifel Financial Corp.

Stifel Financial Corp. seeks a Client Services Associate based in Tulsa, Oklahoma. In this role, you will assist Financial Advisors with opening and maintaining client accounts while performing various administrative duties and ensuring exemplary customer service. Candidates should possess strong organizational and communication skills, along with a minimum of a high school diploma and two years of related experience. The position offers a comprehensive benefits package including health coverage and retirement plans. Join Stifel and find your place where success meets success. #J-18808-Ljbffr Stifel Financial Corp.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Specialist in Tulsa, OK vacancy
  • Bank of America in Tulsa, Oklahoma, is seeking a dedicated Client Service Support professional for Merrill Wealth Management. This role encompasses providing comprehensive support to Financial Advisors and identifying client needs to enhance service delivery. Ideal candidates... 
    Suggested

    Bank of America

    Tulsa, OK
    3 days ago
  • $35.5k

     ...Tax Resolution & Accounting is hiring a Client Specialist for our Norman, OK office. We are...  ...their strengths, and has excellent time management skills when juggling multiple competing...  ...has a positive attitude and customer service mindset with a strong work ethic. The... 
    Suggested
    Temporary work
    Work at office
    Monday to Friday

    Polston Tax Resolution & Accounting

    Tulsa, OK
    14 hours ago
  •  ...Associates in Tulsa is seeking a Bilingual Client Experience Specialist (Spanish/English) to cultivate...  ...relationships. In this role, you'll manage client communications, handle off-boarding...  ...abilities, and experience in client service. Join our mission-driven team to make... 
    Suggested

    Rivas & Associates

    Tulsa, OK
    2 days ago
  • $14.5 - $18 per hour

     ...Hospital i s seeking an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming face of our hospital...  ...client experiences, build trust through compassionate service, manage appointments and daily patient flow, handle multi-line phones... 
    Suggested
    Hourly pay
    Full time
    Part time
    Local area

    Western Veterinary Partners

    Tulsa, OK
    3 days ago
  • $17.76 - $21.02 per hour

     ...on Wednesday, July 22, 2026. Come ready to meet the AT&T Management Team and learn all about a career with #LifeAtATT! Join us...  ...technology. As a member of our team, you’ll redefine customer service, creating meaningful connections with each customer. Every interaction... 
    Suggested
    Hourly pay
    Temporary work
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours
    Shift work
    Night shift

    AT&T

    Tulsa, OK
    4 days ago
  •  ...administrative support professional in Tulsa, Oklahoma. This role involves managing internal and customer communications, handling Salesforce tasks...  ...like Salesforce are essential. A commitment to customer service and teamwork is vital for success in this position. #J-18808-... 
    Work at office

    01 TDW (US), Inc.

    Tulsa, OK
    2 days ago
  •  ...Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas... 
    Daily paid
    Work at office

    BOK Financial

    Tulsa, OK
    1 day ago
  • Chuck Sloan - State Farm Agent in Tulsa, OK is seeking candidates to provide customer service across various product lines. Responsibilities include communicating with clients to determine their needs and supporting daily office operations. The ideal candidate will possess... 
    Work at office
    Flexible hours

    Chuck Sloan - State Farm Agent

    Tulsa, OK
    2 days ago
  • $50k - $150k

     ...and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000...  ...sales. Ability to present to C-Level and Senior Management Executives, excellent written & verbal... 
    Work experience placement
    Shift work

    R.R. Donnelley

    Tulsa, OK
    2 days ago
  • A client accounting services firm is seeking an Accounting Specialist with over 5 years of high-level bookkeeping experience. The role involves providing bookkeeping services, maintaining client relationships, and preparing financial statements. Candidates should have strong... 

    Stanfield + O’Dell

    Tulsa, OK
    4 days ago
  •  ...Tulsa, Oklahoma, is seeking a National Accounts Field Representative to manage national accounts with major retailers and DIY operations. Responsibilities include marketing, sales, and customer service, with a focus on maintaining strong relationships and resolving issues... 

    America's Central Port

    Tulsa, OK
    2 days ago
  • $14.5 - $18 per hour

    Animal Medical & Surgical Hospital in Tulsa, Oklahoma, is looking for an outgoing Veterinary Receptionist / Client Service Representative to provide exceptional client experiences and support our team. Candidates should have at least 1 year of customer service experience... 
    Hourly pay
    Full time

    Animal Medical & Surgical Hospital

    Tulsa, OK
    1 day ago
  •  ...JAK Travel Agency is seeking a remote Client Experience Specialist to enhance client interactions through scheduling and service-related communication. This role is ideal for organized...  ...thrive in a remote environment. You will manage client communications and support requests... 
    Remote work

    JAK Travel Agency

    Tulsa, OK
    14 hours ago
  • $50k - $75k

    Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control. If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and...
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    MINK Life & Legacy Agency

    Tulsa, OK
    3 days ago
  • A financial services agency in the United States is seeking a dedicated individual for a role focused on securing families' financial well...  ...and involves conducting virtual consultations, assessing client needs, and maintaining long-term relationships. Ideal candidates... 
    Remote work
    Work from home

    AO Garcia Agency

    Broken Arrow, OK
    14 hours ago
  •  ...of our swim school, providing exceptional service, supporting lead conversion and retention...  ...Paid time off (30+ hours per week) Wealth Benefits (30+ hours per week) Responsibilities...  ...students, and parent outreach. Manage in-school customer requests, including... 
    Daily paid
    Immediate start
    Flexible hours
    Weekend work
    Weekday work

    School of Rock

    Tulsa, OK
    3 days ago
  •  ...Customer Relations Specialist We are hiring a Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist clients in exploring...  ...individuals who enjoy helping others, managing details, and working in a flexible... 
    Remote work
    Flexible hours

    Traveling with Tasha

    Tulsa, OK
    2 days ago
  •  ...change at the discretion of the Company. EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants...  ...in each market we serve. By combining local operational management with standardized business practices, we drive greater operating... 
    Contract work
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Shift work

    Republic Services

    Tulsa, OK
    1 day ago
  • $55k - $80k

     ...successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will...  ...driven and sales-minded candidates. Responsibilities: Manage customer inquiries and resolve issues. Maintain customer records... 
    For contractors
    Work at office

    Michael Nelson - State Farm Agent

    Tulsa, OK
    4 days ago
  •  ...welcoming impression of the firm. Responsibilities include managing incoming and outgoing mail, greeting clients, processing payments, and maintaining secure client...  ...skills in English and Spanish, and customer service experience. Join an inclusive company that celebrates... 

    Rivas & Associates

    Tulsa, OK
    5 hours ago
  •  ...healthcare verticals. Job Summary As a Client Support Specialist, you will be the primary point of...  ...users navigating FinMkt’s products and services. You’ll handle a mix of administrative...  ...systems. Coordinate with Account Management, Product, and Compliance teams to address... 

    FinMkt

    Tulsa, OK
    14 hours ago
  • $55k - $75k

     ...environment. We provide specialized support through dedicated customer service, new business, and hybrid teams, along with a unique claims...  ...driven and sales-minded candidates. Responsibilities: Manage customer inquiries and resolve issues, maintain customer records... 
    For contractors
    Flexible hours

    Matt Mccoy - State Farm Agent

    Tulsa, OK
    14 hours ago
  • $12 - $14 per hour

     ...Midtown 5103 East 21st Street Suite A Tulsa, OK 74114, USA MEMBER SERVICES REPRESENTATIVE Front Desk Associate Part Time or Full Time,...  ...Location: 5103 East 21st Street, Suite A Tulsa, OK 74114 Reports to: Managing Partner / Assistant General Manager Looking for a member... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Local area
    Shift work

    Crunch Fitness

    Tulsa, OK
    1 day ago
  • $50k - $75k

    Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control. If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and...
    Remote job
    Full time
    Part time
    Work from home
    Flexible hours

    MINK Life & Legacy Agency

    Tulsa, OK
    3 days ago
  • FinMkt is looking for a Client Support Specialist in Tulsa, Oklahoma. This role will be the primary contact for users navigating FinMkt’s products, ensuring a seamless client experience through effective communication and technical troubleshooting. The ideal candidate has... 

    FinMkt

    Tulsa, OK
    1 day ago
  • $14 per hour

     ...Type Full-Time Regular Required Degree NONE Manage Others No Contact information Phone 78523...  ...company achieving accelerated growth for clients through integrated supporter experiences...  ...providing excellent consistent customer service. Make sure credit card numbers and... 
    Full time
    Work at office
    Local area

    DeKalb Health

    Tulsa, OK
    5 hours ago
  •  ...Tulsa, Oklahoma is seeking a Bilingual Client Experience Specialist (Spanish/English) to cultivate exceptional client relationships and manage communications effectively. You will act...  ...for experience in legal or immigration services. This role offers the opportunity to... 

    Rivas & Associates Law Firm

    Tulsa, OK
    2 days ago
  • Job Summary The Provider Services Representative supports the internal infrastructure of the Provider Relations department by managing provider lifecycle processes and maintaining operational efficiency. This administrative role ensures timely and accurate updates to provider... 
    Contract work
    Work experience placement
    Work at office

    CommunityCare HMO Inc.

    Tulsa, OK
    3 days ago
  • Fowler-Ford in Tulsa, Oklahoma is seeking an Automotive Service Advisor to provide exceptional customer service while managing repair and maintenance appointments. You'll be the liaison between our customers and service technicians, ensuring a smooth experience and high... 

    Fowler-Ford

    Tulsa, OK
    5 hours ago
  • Customer Service Representative - Work From Home Job Openings Customer Service Representative - Work From Home About the job The Client service Agent opening is permanent based upon an anticipated timetable of 35-40 hrs per week, Sunday- Sunday. Employees are called for... 
    Permanent employment
    Work experience placement
    Work at office
    Local area
    Remote work
    Work from home
    Monday to Friday

    Recruit Monitor

    Tulsa, OK
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Specialist. Be the first to apply!