Client Services Associate Financial Planning
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-01-10
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Oklahoma City is seeking a Client Services team member. This role involves coordinating client meetings, supervising account activities, and providing exceptional customer service. Ideal candidates should possess strong communication skills, a good grasp of finance, and two years of relevant experience. The position offers a competitive salary range of $50,000 - $65,000, alongside potential bonuses and benefits to help support client relationships effectively.
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Position Requirements
10+ Years
work experience
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