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Financial Client Service Administrator

Legacy Financial Group
Tulsa, OK Full Time
POSTED ON 1/1/2025
AVAILABLE BEFORE 2/11/2025

Seeking a Client Service Associate to add to our growing team! We are a premier wealth management firm based in Tulsa, OK, serving clients internationally. Far beyond merely managing assets, we enable clients to focus on what matters most in their lives: their time, their families, their businesses, and their life goals.

The Client Service Associate (CSA) plays a critical part in this high calling by putting our clients’ financial plans into action. The CSA collaborates daily with the team and our industry partners to ensure progress and communication with clients.

Talents and Skills

This role is perfectly suited to a person that loves to cross items off a to-do list, has fantastic attention to detail, and enjoys the sense of accomplishment that comes with finding solutions to problems. The ideal candidate is enthusiastic about serving clients well, has impeccable written and verbal communication skills, and has a high comfort level with learning new technology.

A bachelor’s degree and 2-3 years of work experience are required, as well as proficiency in Microsoft Office and the ability to set priorities for tasks, balancing urgency with importance.

Responsibilities

  • Facilitate new client onboarding and service to existing clients through preparing custodian documents, managing money movements and transfers, and leading the completion of processes in our CRM.
  • Communicate with clients to provide updates of their account standing and next steps.
  • Troubleshoot issues that arise and bring problems to resolution.
  • Maintain up-to-date organized client files according to firm protocol and compliance requirements.
  • Scheduling client meetings and greeting clients upon arrival.
  • Facilitate firm relationships with clients by preparing life event recognition cards.
  • Maintain office and kitchen supplies.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off

Application Question(s):

  • Do you have experience using Orion?
  • Do you have experience using Redtail?

Education:

  • Bachelor's (Required)

Experience:

  • Customer service: 1 year (Preferred)
  • Office Administration: 1 year (Preferred)
  • Office: 1 year (Required)

Work Location: In person

Salary : $45,000 - $55,000

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