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Senior Private Wealth Client Lead
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-02-18
Listing for:
Venturi Private Wealth
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A growing wealth management firm is seeking a seasoned Senior Client Service Associate in Oklahoma City. The role will support senior advisors in providing exceptional service to high-net-worth clients. Candidates must have at least 7 years in wealth management, strong communication skills, and a detail-oriented mindset. This position offers long-term growth within an environment that values integrity and responsibility, while ensuring clients receive proactive service across their complex financial needs.
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Position Requirements
10+ Years
work experience
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