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Client Services Manager — Boutique Wealth Planning
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-08-05
Listing for:
National Financial Partners
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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.
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