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Client Services Manager - Boutique Wealth Management; OKC
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-02-12
Listing for:
National Financial Partners
Full Time
position Listed on 2026-02-12
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A local retirement planning firm in Oklahoma City is seeking a Client Services Manager to ensure exceptional client service. The ideal candidate will coordinate client appointments, maintain data, and assist with various financial tasks. This role requires outstanding interpersonal and organizational skills, and proficiency with software like Outlook, Excel, and Word. A competitive salary ranging from $45,000 to $65,000 is offered based on experience, along with benefits in a supportive work environment.
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