Wealth Management Client Services Specialist
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-06-05
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-06-05
Job specializations:
-
Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
Stifel Financial Corp. seeks a Client Services Associate based in Tulsa, Oklahoma. In this role, you will assist Financial Advisors with opening and maintaining client accounts while performing various administrative duties and ensuring exemplary customer service. Candidates should possess strong organizational and communication skills, along with a minimum of a high school diploma and two years of related experience.
The position offers a comprehensive benefits package including health coverage and retirement plans. Join Stifel and find your place where success meets success.
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