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Client Services Manager — Wealth Planning & Client

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Kappaalphapsi1911
Full Time position
Listed on 2026-02-16
Job specializations:
  • Business
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Manager — Wealth Planning & Client Experience
A local retirement planning firm is seeking a Client Services Manager in Oklahoma City. The ideal candidate will handle client appointments, manage communications, and ensure quality service. The role requires strong interpersonal skills, attention to detail, and the ability to work independently in a friendly office environment. Experience in financial services is preferred. Competitive salary range between $45,000 - $65,000 based on experience, plus benefits.
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