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Financial Client Services Specialist — Investing Ops

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: Seres Smith Consulting
Full Time position
Listed on 2025-12-26
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
A financial consulting firm is seeking a Financial Client Service Associate to support investment operations and ensure high-quality client experience. The role involves managing account administration, client onboarding, and providing exceptional service to clients. Ideal candidates should have a degree in Finance or a related field, experience in financial services, and strong communication skills. This position offers a competitive salary with additional benefits including health insurance and paid time off.
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