Wealth Management Client Services Specialist
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-06-03
Listing for:
Stifel
Full Time
position Listed on 2026-06-03
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel is seeking a Client Services Associate in Tulsa, OK to assist Financial Advisors with client accounts and provide various administrative support tasks. The ideal candidate will have a high school diploma, 2 years of relevant experience, and proficiency in Microsoft Office applications.
This role requires strong organizational skills, attention to customer service, and the ability to manage multiple responsibilities efficiently.
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