Client Services Manager — Boutique Wealth Planning
Listed on 2026-11-01
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Finance & Banking
Wealth Management
Retirement Investment Advisors, Inc. in Oklahoma City is seeking a experienced Client Services Manager to join our boutique wealth management team. You will coordinate client appointments, manage calendars for the advisor, and handle client inquiries with a professional, friendly demeanor.
The role emphasizes high-quality service, meticulous data handling, and the ability to work independently in a small office. Competitive salary ($45,000–$65,000) plus benefits is offered based on experience.
We invite applications for the Client Services Manager — Boutique Wealth Planning position located in OK, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Manager — Boutique Wealth Planning role in the description above.
We appreciate your interest in this position.
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