Manager, Client Services

NFP•Oklahoma City, OK

3d•Onsite

About The Position

Retirement Investment Advisors, Inc. is a recognized Top Advisory Firm seeking a mature, professional, caring, and attentive Client Services Manager to join their rapidly growing, independent wealth management/financial planning firm in Oklahoma City. The ideal candidate is friendly, energetic, positive, dependable, well-organized, and eager to learn new skills. This role requires excellent interpersonal skills and phone demeanor, an extraordinary client service attitude, and a genuine interest in people to thrive in this warm and friendly, small office environment. The position also demands strong attention to detail, technological literacy, exceptional multi-tasking abilities, and the capacity to work independently with excellent follow-through. The Client Services Manager (CSM) is responsible for preparing, processing, and maintaining client data, scheduling appointments, and monitoring calendars for assigned advisors. Prompt responses to client needs, inquiries, and requests are expected. The firm emphasizes comprehensive financial planning and offers a rewarding environment where employees are appreciated.

Requirements

Confidentiality
Computer proficiency in Outlook, Excel, Word, etc.
Outstanding communication skills both verbal and written
Organizational skills
Telephone skills
Self-motivated
Positive attitude
Ability to work under pressure and manage difficult situations with ease
Excellent knowledge of various forms and requirements of custodial accounts

Nice To Haves

Financial services experience preferred.

Responsibilities

Coordinate client appointments and meetings.
Greet clients.
Handle phone calls.
Set appointments.
Maintain client relationships.
Work on numerous computer programs.
Prepare paperwork for account set up, maintenance, distributions, etc.
Track and follow up on asset transactions, document exceptions, etc.
Prepare files for client review meetings.
Update cost basis.
Communicate with various companies regarding service requests/issues.
Assist with telephones and provide back-up to all CSMs and other persons of the firm, as needed.
Document all correspondence (written and oral) with a client or PLC within database software.
Assist with any questions regarding our services.
Perform other duties as required.