Retirement Investment Advisors, Inc. in Oklahoma City is seeking a experienced Client Services Manager to join our boutique wealth management team. You will coordinate client appointments, manage calendars for the advisor, and handle client inquiries with a professional, friendly demeanor.
The role emphasizes high-quality service, meticulous data handling, and the ability to work independently in a small office. Competitive salary ($45,000–$65,000) plus benefits is offered based on experience.
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Client Services Manager — Boutique Wealth Planning
National Financial Partners · Brooklyn, NY, USA ·
- Pay:
- $45,000-$65,000/yr
- Job type:
- Full Time