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
- 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
- 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....SuggestedFull time
$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...SuggestedHourly payFull timePart timeLocal area- 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
- 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
- ...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 workFlexible hours
- ...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 workFlexible hours
- ...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...
- ...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
$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 placementShift work$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 contractorsWork at officeFlexible hours$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 payFull timeInternship- ...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 payFull time
- 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 payLocal areaRemote workDay shift
$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 payWork at officeFlexible hours$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$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 payFull timeWork at officeLocal areaDay shift- ...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 officeFlexible hours
- ...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...
- ...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 timeTemporary workWork at officeVisa sponsorshipFlexible hours
- ...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 timeTemporary workWork at officeLocal areaWorldwideVisa sponsorshipFlexible hours
- 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...
$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 workWork at officeMonday to Friday- ...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 staffWork at officeLocal area
- ...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 timeWork at office
$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 timeWork at officeLocal areaFlexible hoursShift work- 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 workPart timeWork at office
- ...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 timeShift workWeekend work
$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 startMonday to Friday- 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Ops: Client Accounts & Process Specialist. Be the first to apply!
- insurance customer service advisor Tulsa, OK
- customer service representative hiring Tulsa, OK
- customer service representative data entry Tulsa, OK
- customer associate Tulsa, OK
- customer advisor Tulsa, OK
- customer success associate Tulsa, OK
- part time customer service representative work from home Tulsa, OK
- customer service administrator Tulsa, OK
- warehouse customer service representative Tulsa, OK
- client service specialist Tulsa, OK

