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

Wealth Management Client Services Associate

RPOA Advisors Inc

Retirement Planners of America (RPOA) is a Dallas-based wealth management firm seeking a Client Service Associate to be the primary contact for client service inquiries and account management. The role demands high-quality service in a fast-paced environment and entails backup support for other office tasks as needed. The ideal candidate will have 3–5 years in financial services, strong interpersonal skills, and the ability to work independently while handling confidential information. #J-18808-Ljbffr RPOA Advisors Inc

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Oklahoma City, OK vacancy
  •  ...America (RPOA) is a Dallas-based wealth management and investment firm with...  ..., and income tax planning services. As a fiduciary-bound firm,...  ...core values, prioritizing our clients' retirement security. RPOA provides...  ...: The Client Service Associate will serve as the primary point... 
    Suggested

    RPOA Advisors Inc

    Oklahoma City, OK
    9 hours ago
  •  ...Wealth Management Client Associate Oklahoma City, Oklahoma To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Oklahoma City, OK
    1 day ago
  •  ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    National Black MBA Association

    Oklahoma City, OK
    9 hours ago
  • $25 - $44 per hour

    Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Oklahoma City, OK
    4 days ago
  •  ...opportunities. Candidates should possess exceptional customer service skills and the ability to lead teams effectively. Join a supportive...  ...balance is valued. Apply today to take the next step towards a fulfilling career in client service leadership. #J-18808-Ljbffr Medium
    Suggested
    Remote job
    Work from home

    Medium

    Edmond, OK
    4 days ago
  •  ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees,...  ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and... 

    Chase

    Oklahoma City, OK
    1 day ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    JPMorgan Chase Bank, N.A.

    Oklahoma City, OK
    1 day ago
  • Company DescriptionProSidian is a Management and Operations Consulting...  ...on providing value to clients through tailored solutions based...  ...solution areas, ProSidian services focus on the broad spectrum...  ...of assigned logistics tasks associated with FAALC service provider... 
    Full time
    Contract work
    Temporary work
    For contractors
    Work at office
    Flexible hours
    Shift work

    Prosidian Consultng

    Oklahoma City, OK
    2 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  ...with a consistent focus on relationship management, not portfolio management Demonstrate a... 

    JPMorganChase

    Oklahoma City, OK
    2 days ago
  •  ...Account Manager Req Id: 2132 Workplace Type: On-Site Job Shift...  ...of industrial metal products and services since 1842, we are committed to excellence...  ...business development, ensuring that our clients receive unparalleled service and support... 
    Local area
    Shift work

    Ryerson Holding Corporation

    Oklahoma City, OK
    3 days ago
  • $140k - $150k

     ...a unique suite of SaaS solutions, data management capabilities, and proprietary data and analytics...  ...will serve as the primary liaison for client relationships, ensuring smooth...  ...experience in account management, client services, or customer success. Experience working... 
    Full time
    Contract work
    Remote work

    Forian

    Oklahoma City, OK
    4 days ago
  •  ...Reports To: Account Director, Office Manager or President About THAT Agency THAT...  ...and support the key business goals of our clients. Our collaborative approach is rooted in...  ...ensure delivery of high-quality marketing services that support client KPIs and growth. You... 
    Full time
    Work at office
    Remote work

    GrabJobs

    Oklahoma City, OK
    1 day ago
  • This opportunity on our service desk will provide basic technical support to the client's desktops & laptops via the phone, email and remote tools - Issues that you will be required to troubleshoot includes password resets, printer set up, troubleshooting account specific... 
    Remote work
    Night shift
    Weekend work

    NTT DATA

    Oklahoma City, OK
    8 hours ago
  •  ...locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+...  ...passionate about exceeding expectations. Overview: The Service Manager will oversee all aspects of the service, parts and warranty departments... 
    Work at office

    Fun Town RV

    Oklahoma City, OK
    2 days ago
  • ## Senior Client Advisor, Private BankApplyremote type: Onsitelocations...  ...and deliver exceptional service experience through tailored...  ...personalized client relationship management services which include...  ...least 7 years of experience in wealth management, investment banking... 
    Overseas

    UOB

    Oklahoma City, OK
    2 days ago
  • $50k - $54k

     ...Client Success Associate | Client Success Manager Career Track Build a Career Where Businesses Rely on Your Expertise Salary: $50,000-$54,000 annually Full...  ...Development | Conference Travel | Oklahoma City Most customer service jobs teach you how to answer questions. This one... 
    Traineeship
    Shift work
    Day shift

    Energetix

    Oklahoma City, OK
    3 days ago
  • $125k - $150k

     ..., we have purposefully built and nurtured our client‑first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering...  ...advice and the highest level of client service. The firm’s clients—including individuals, families... 
    Temporary work
    Work experience placement
    Worldwide

    Brown Advisory

    Oklahoma City, OK
    4 days ago
  •  ...engagement and operations, connected energy services and customer platforms to help retail...  ...technology, data, analytics, AI, change management, talent and sustainability capabilities,...  .... You are comfortable working alongside clients and cross-functional teams, contributing... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    2 days ago
  • A leading client service company is seeking passionate individuals for a fulfilling career that emphasizes flexibility and growth opportunities. This role allows for work-from-home options and a flexible schedule. Candidates should have strong communication skills and... 
    Remote work
    Work from home
    Flexible hours

    Medium

    Edmond, OK
    4 days ago
  •  ...Song accelerates growth and value for our clients through sustained customer relevance....  ...about customer support in a digital, self-service manner and you’re ready to apply your...  ...their customer-centric metricsLead change-management initiatives that drive adoption, ease implementation... 
    Full time
    Contract work
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    2 days ago
  •  ...provide simple tools to send, receive, and manage stablecoins, so anyone can participate in...  ...with end-to-end ownership of the client experience. Reporting to the SVP of Operations...  ...knowledge base, focusing on enhancing self-service capabilities and partnering with... 
    Work at office
    Remote work
    Worldwide
    Home office

    GrabJobs

    Oklahoma City, OK
    5 days ago
  •  ...provides audit, tax and advisory services for organizations in today's...  ...real results for our clients. It's also enabled by our culture...  ...KPMG is currently seeking an Associate Director, Senior Service Designer...  ...sound judgment, effectively manage stress and work safely and... 
    H1b
    Local area

    KPMG

    Oklahoma City, OK
    2 days ago
  • We are:Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation...  ...volume, how to think about customer support in a digital, self-service manner and you’re ready to apply your knowledge to help clients... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Oklahoma City, OK
    2 days ago
  • $23.53 - $26.53 per hour

    Customer Service Representative (Remote) Full-time Compensation: USD 23.53 - USD 26.53...  ...tailored solutions that align with each client’s unique goals and organizational needs....  ...project coordination, and client service management. By combining practical industry... 
    Remote job
    Hourly pay
    Full time

    Jobs for Humanity

    Oklahoma City, OK
    4 days ago
  • $35k - $70k

     ...A leading automotive service company in Oklahoma City seeks an Automotive Service Advisor to enhance team performance and customer service. The ideal candidate will have a minimum of 2 years experience in a service advisor role, demonstrate strong leadership and communication... 

    Brakes Plus

    Oklahoma City, OK
    4 days ago
  •  ...A leading automotive service company located in Edmond, Oklahoma is seeking an Automotive Service Advisor to lead the service department...  ...efficiently in a fast-paced environment. This role involves managing a motivated team, evaluating performance, and directly interacting... 

    Brakes Plus

    Edmond, OK
    4 days ago
  •  ...highly skilled individual to fill the newly created role of Manager, Accounting Services , reporting directly to the Director of Accounting....  ...Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing... 
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Serco

    Oklahoma City, OK
    4 days ago
  • $100k

     ...Description Title: Senior Manager, Client Services Location: Remote-US Salary: $100K + 15% target bonus About PSI We are PSI Services. We power world leading tests. Delivered with trusted science and the very best test taker experience. PSI supports test... 
    Permanent employment
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours
    Afternoon shift

    PSI Services

    Oklahoma City, OK
    3 days ago
  • $65k - $120k

     ...approach has ensured long-term relationships with commercial clients, service providers, local, state, and federal government organizations...  ...targets Execute work plans and schedules as defined by Project Managers and Construction Managers Identify and resolve field... 
    Full time
    Summer work
    Work at office
    Local area

    ADB Companies Inc

    Oklahoma City, OK
    8 hours ago
  • $80.82k

     ...5 OKLAHOMA TAX COMMISSION Supervisory Organization Collection Services Job Posting End Date Refer to the date listed at the top of this...  ...garnishments, compliance enforcement, and taxpayer account management. The supervisor is expected to drive operational effectiveness... 
    Full time
    Part time
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    695 OKLAHOMA TAX COMMISSION

    Oklahoma City, OK
    2 days ago

Do you want to receive more vacancies?

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