Licensed Client Service Associate Wealth Advisory
Job in
Edmond, Oklahoma County, Oklahoma, 73034, USA
Listed on 2026-02-12
Listing for:
Ironhorse Wealth Management / Steve Kaestner
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A family-owned financial services firm in Oklahoma is seeking a Licensed Client Service Assistant to support advisors and deliver exceptional client service. This role focuses on building long-term client relationships within a collaborative environment. Responsibilities include day-to-day client support, executing requests, assisting with onboarding, and managing operational tasks. Ideal candidates will have a high school diploma, Series 7 license, and relevant experience in financial services, equipped with strong communication and organizational skills.
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Position Requirements
10+ Years
work experience
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