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

Wealth Ops: Client Accounts & Process Specialist

Inceed

Inceed is seeking a Wealth Management Operations Specialist to join a centralized operations team focused on client accounts and trust systems. You will support complex client account operations, resolve process issues, and collaborate across teams to keep work moving smoothly. The role emphasizes accurate account handling, documentation, and participation in audits and regulatory inquiries while supporting online products and trust software. #J-18808-Ljbffr Inceed

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Ops: Client Accounts & Process 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
  • Overview Client Accounts Coordinator (Spanish/English) at Rivas & Associates PLLC. This role focuses on managing the financial aspects of...  ...Experience with collections or payment plan management. Skills in process improvement or automation to streamline billing workflows.... 
    Suggested
    Full time

    Rivas & Associates PLLC

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

     ...Surgical Hospital is seeking an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming face of our...  ...flow, handle multi‑line phones and in‑person interactions, process transactions, and support clients with essential information about... 
    Suggested
    Hourly pay
    Full time
    Part time
    Local area

    Western Veterinary Partners

    Tulsa, OK
    3 days ago
  • 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... 
    Suggested

    Stifel Financial Corp.

    Tulsa, OK
    2 days ago
  • BOK Financial is seeking a Client Service Associate in Tulsa, Oklahoma. This role acts as the first point of contact for high net worth clients, developing relationships and assisting with inquiries. The ideal candidate will have a Bachelor's degree and relevant experience... 
    Suggested

    BOK Financial

    Tulsa, OK
    3 days ago
  •  ...About the job Client Engagement Specialist Role Overview We are continuing to expand and are seeking individuals who enjoy working...  ..., you will help guide clients through the travel planning process by assisting with research, coordinating trip components,... 
    Remote work
    Flexible hours

    Hope's Global Getaways

    Tulsa, OK
    19 hours ago
  •  ...About the job Client Services Representative Overview We are hiring a Customer Relations Specialist to support clients with travel planning and booking services. In...  ...provide support throughout the planning process. Candidates should be detail-oriented... 
    Remote work
    Flexible hours

    Traveling with Tasha

    Tulsa, OK
    5 days ago
  •  ...healthcare verticals. Job Summary As a Client Support Specialist, you will be the primary point of...  ...Diagnose and resolve platform access issues, account configuration problems, and user...  ...the client throughout the resolution process. Document support interactions and resolutions... 

    FinMkt

    Tulsa, OK
    5 days ago
  •  ...Client Support Representative The Client Support Representative (CSR) is the first point of contact for customers and all phone calls...  ...payment notices and review documentation for completeness. Process documentation and ensure proper documentation before sending to... 
    Work at office

    Regent Bank

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

     ...creative execution 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...  ..., or list of new and existing customer accounts to achieve significant sales targets. Develop... 
    Work experience placement
    Shift work

    R.R. Donnelley

    Tulsa, OK
    2 days ago
  • $45k - $65k

     ...customer relationships. As our Insurance Account Position - State Farm Agent Team Member,...  ...equips you to communicate directly with clients, identify their needs, and market products...  ...Use a customer-focused, needs-based review process to educate customers about insurance... 
    For contractors
    Work at office
    Flexible hours

    State Farm

    Tulsa, OK
    3 days ago
  • $60k

     ...includes working closely with an assigned Account Manager Lead as a Mentor Dynamic and...  ...initial steps associated with the sales process. After successful completion of an extensive...  ...in identifying top IT Talent to fulfill client needs Qualifications Educational & Experience... 
    Hourly pay
    Full time
    Internship

    TEKsystems

    Tulsa, OK
    3 days ago
  •  ...Professional. SDR Responsibilities Prospecting for potential new clients utilizing platforms (ZoomInfo, LinkedIn Sales Navigator, and...  ...professional social media channels Clientele Management Processes with manufacturing facilities Maintain a professional image SDR... 
    Hourly pay
    Full time

    Tom James Company

    Tulsa, OK
    3 days ago
  • Outside Software Account Rep - Tulsa, OK This is a very exciting time for Thryv as we are...  ...manage their time, communicate with clients, and get paid so they can take control of...  ...programs. Executes all defined operational processes and requirements with excellence (i.e.,... 
    Hourly pay
    Local area
    Remote work
    Day shift

    Thryv

    Tulsa, OK
    5 days ago
  • $16 - $25 per hour

    The Bilingual Client Care Specialist serves as a primary point of contact for children, families, and...  ...scheduling, attendance, and clinic processes Scheduling & Front Office Coordination...  ...assistance program Flexible spending account Health insurance Health savings account... 
    Hourly pay
    Work at office
    Flexible hours

    Soaring On Hope LLC

    Tulsa, OK
    16 hours ago
  • $18 - $20 per hour

     ...We are seeking a professional and dependable Assistant Account Manager to join our clients team. This position is designed as a training opportunity...  ...Respond to customer inquiries via phone, email, and in person Process orders, update account information, and maintain... 
    Work at office

    Okie Staffing

    Tulsa, OK
    3 hours ago
  • $20 per hour

     ...Assistant Account Manager Location: Tulsa, OK Pay: $20.00 per hour Schedule: Full-Time, Day...  ...enjoys being the steady hand that keeps client accounts running smoothly. You'll work closely...  ...lasting client relationships Prepare and process customer quotes with speed and accuracy... 
    Hourly pay
    Full time
    Work at office
    Local area
    Day shift

    NESCO Inc

    Tulsa, OK
    1 day ago
  •  ...Account Associate - State Farm Agent Team Member Benefits: ~ Licensing paid by agency...  ...toward the best outcomes for our clients. Team members enjoy a well-equipped break...  ...customers with policy changes and inquiries. Process insurance claims and follow up with... 
    Work at office
    Flexible hours

    Daniel Parker - State Farm Agent

    Tulsa, OK
    2 days ago
  •  ...rewarding automotive sales environment where success is driven by motivation and results. Responsibilities include managing the sales process, presenting inventory, and strategizing to increase market share. We offer competitive medical, dental, and vision benefits, along... 

    James Hodge Auto Group

    Tulsa, OK
    3 days ago
  •  ...specified territory to meet sales objectives. Develop existing accounts and seek new business. Analyze opportunities, identify key personnel...  ...sales experience a plus. Knowledge of the entire sales process. Strong communication, organizational, and time management skills... 
    Full time
    Temporary work
    Work at office
    Visa sponsorship
    Flexible hours

    Crown Equipment

    Tulsa, OK
    1 day ago
  •  ...Account Representative Location: Tulsa, OK, US, 74012 Company Description: Crown Equipment Corporation, one of the world's...  ...successful sales experience a plus. Knowledge of the entire sales process. Strong communication, organizational, and time management... 
    Full time
    Temporary work
    Work at office
    Local area
    Worldwide
    Visa sponsorship
    Flexible hours

    Crown Equipment

    Tulsa, OK
    19 hours ago
  • Jonathan E. Gibson Insurance Agency is seeking an Insurance Account Representative in Tulsa, Oklahoma. This role is essential for our daily operations and the success of our customers. You will enhance customer relations, acting as a link between their needs and various... 

    Jonathangibson

    Tulsa, OK
    4 days ago
  • $35.5k

     ...Polston Tax Resolution & Accounting is hiring a Client Specialist for our Norman, OK office. We are looking for someone who enjoys connecting with people, knows being detail-oriented is one of their strengths, and has excellent time management skills when juggling multiple... 
    Temporary work
    Work at office
    Monday to Friday

    Polston Tax Resolution & Accounting

    Tulsa, OK
    5 days ago
  •  ...Location: Tulsa -TUL Areas of Interest: Wealth Management; Accounting; Customer Service/Call Center;...  ...responsible for providing an exceptional client service experience for the participants...  ...accountability. We question current processes and find ways to increase efficiency.... 
    Bank staff
    Work at office
    Local area

    BOK Financial

    Tulsa, OK
    5 days ago
  •  ...accommodation or an alternative application process. Employee Regular Full Time Admin Staff...  ...about making a meaningful impact on our clients, our communities, and our team. If you'...  ...in Oklahoma and Arkansas and one of Accounting Today’s Best of the Best Firms. At HoganTaylor... 
    Full time
    Work at office

    HoganTaylor

    Tulsa, OK
    5 days ago
  • $15 per hour

     ...Greet and assist all incoming clinic clients in a courteous and helpful manner. Answer...  ...voicemails returned within a timely manner. Process credit card payments and prepare daily...  ..., or any updates to a previous client's account. Perform any routine front office... 
    Full time
    Work at office
    Local area
    Flexible hours
    Shift work

    Tulsa SPCA

    Tulsa, OK
    5 days ago
  • A resort and casino facility is seeking a part-time temporary Office Assistant to ensure efficient daily operations. The role involves general office duties, including making copies, preparing reports, and maintaining filing systems. A high school diploma is required, and...
    Temporary work
    Part time
    Work at office

    Grand Portage Lodge & Casino

    Tulsa, OK
    4 days ago
  •  ...superior service skills in dealing with clients, guests, and co-workers. Responsibilities...  ...guidelines as part of the inquiry call process. Consistently perform above average...  ...experience preferred. Knowledge of accounting principles. Experience handling cash,... 
    Part time
    Shift work
    Weekend work

    Lexima

    Tulsa, OK
    2 days ago
  • $37.5k

     ...Account Payable Coordinator Start your career with Enterprise! We're hiring immediately. The Account Payable Coordinator will be...  ...countries and territories. Responsibilities Input and process accounts payable invoices and related documents in compliance with... 
    Immediate start
    Monday to Friday

    Enterprise Holdings

    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

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Ops: Client Accounts & Process Specialist. Be the first to apply!