Wealth Management Specialist, Sr. jobs in Tulsa, OK

We are looking for a Client Relations Coordinator who will undertake various administrative tasks. The tasks of the Client Relations Coordinator will include answering phones to screen prospective clients and serving as the primary point of contact for client recognition, events and important milestones.

The ideal candidate will be competent with Google Workspace. They will be self-motivated and trustworthy.

Responsibilities:

Client Relationship Management:

-Identify and track important milestones and special occasions for clients, such as birthdays, anniversaries, or business achievements.

-Maintain accurate records of client preferences, history, and interactions to ensure future interactions are personalized and tailored.

-Organize Client Events

-Prepare for the client appointments

-Reporting

Financial Screening Responsibilities:

-Conduct initial screening of incoming calls from individuals seeking financial advice.

-Gather information about the prospects's financial goals and other relevant factors.

-Evaluate the prospects eligibility for financial advisor services based on predetermined criteria.

-Maintain accurate records of prospects interactions.

-Handle scheduling prospective client appointments using the appropriate systems.

-Collaborate with the financial advisory team to share relevant information and insights gathered during the screening process.

Experience:

-Proficiency in the Google Workspace
- Excellent organizational skills with the ability to prioritize tasks effectively
- Exceptional communication skills, both written and verbal

- Demonstrate excellent phone etiquette when communicating with internal and external callers

-Strong level of commitment to teamwork

Hours:

Monday - Friday. 9am-4pm

This position offers a competitive salary based on experience. We also provide benefits such as health insurance and paid time off. If you are a detail-oriented individual with strong organizational skills and experience in the financial industry, we encourage you to apply.

Please submit your resume along with a cover letter highlighting your relevant experience to be considered for this position.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• Health insurance
• Paid time off

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to Commute:

• Tulsa, OK 74137 (Required)

Work Location: In person