Client Services Administrator

Position: Client Services Administrator

Location: Tulsa, OK

Pay: $24/hour

Experience: 1 to 3 years of experience in financial services, investment operations, or administrative support required.

Education: High school diploma or equivalent required; associate’s or bachelor’s degree in administration, finance, or a related field preferred.

Type: Full-time; Contract

Schedule: Monday–Friday, 8:00 AM to 5:00 PM

ProRecruiters is seeking a Client Services Administrator to join a growing and dynamic team!

Job Description:

• Support financial advisors with daily administrative and operational tasks.
• Manage advisor calendars and schedule client meetings.
• Prepare client meeting materials and financial planning documents.
• Process paperwork for account openings, transfers, and distributions.
• Track account requests and ensure timely completion.
• Maintain accurate and organized client records.
• Update CRM systems and manage client data.
• Research and resolve operational issues as they arise.
  
  

Position Requirements:

• Prior experience supporting financial advisors or wealth management teams.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Experience using CRM systems for client and account management.
• Strong organizational and time-management skills.
• High attention to detail when handling documentation.
• Ability to manage confidential information with discretion.
• Professional verbal and written communication skills.
• Proactive mindset with the ability to work independently or as part of a team.
  
  

ProRecruiters is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold, and delivered to enable access to the American Dream.

We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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