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Wealth Management Client Services Associate
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-08-24
Listing for:
RPOA Advisors Inc
Full Time
position Listed on 2026-08-24
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Retirement Planners of America (RPOA) is a Dallas-based wealth management firm seeking a Client Service Associate to be the primary contact for client service inquiries and account management. The role demands high-quality service in a fast-paced environment and entails backup support for other office tasks as needed.
The ideal candidate will have 3–5 years in financial services, strong interpersonal skills, and the ability to work independently while handling confidential information.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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