Wealth Management Client Experience Specialist
Remote / Online - Candidates ideally in
Tryon, Lincoln County, Oklahoma, 74875, USA
Listed on 2026-06-29
Tryon, Lincoln County, Oklahoma, 74875, USA
Listing for:
Dormont Manufacturing Co
Full Time, Remote/Work from Home
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Dormont Manufacturing Co is looking for a Client Service Specialist in Tryon, Oklahoma to support advisors and their clients while managing administrative tasks. The ideal candidate has at least an Associate’s Degree and 3+ years of experience in a financial services or RIA firm.
This role involves providing exceptional client service, preparing for meetings, resolving client issues, and assisting with client events. The company offers a competitive salary, benefits, and opportunities for professional growth, along with partial remote work options.
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