Wealth Management Client Services Specialist
Job in
Bixby, Tulsa County, Oklahoma, 74008, USA
Listed on 2026-06-04
Listing for:
CX Institutional LLC
Full Time
position Listed on 2026-06-04
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
CX Institutional LLC in Bixby, Oklahoma is seeking a Client Service Associate in Wealth Management. This role involves supporting the Wealth Advisor by managing client relationships and ensuring a seamless client experience.
The ideal candidate should have strong analytical skills, knowledge of account types, and experience in finance or customer service. Responsibilities include onboarding clients, processing transactions, and assisting clients with account inquiries.
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