Our client, a financial planning firm in Tulsa, is seeking a detail-oriented and customer-focused Client Service Specialist to support financial advisors and deliver high-level service to clients. This role is ideal for someone looking to build a long-term career in the financial services industry.

This position offers growth opportunities, including support for obtaining professional licensing.

• Occasional evening participation in client events (approximately 1–2 per month, rotating schedule)

Position Overview

The Client Service Specialist will play a key role in supporting advisors, managing client accounts, and ensuring a seamless client experience. Responsibilities include handling client communications, processing account documentation, and assisting with financial transactions and administrative tasks.

• Support financial advisors with client appointment preparation
• Schedule and coordinate client meetings as needed
• Communicate with clients via phone, email, and in person
• Prepare and process forms for new accounts, account updates, and online access
• Track and follow up on paperwork and account changes
• Execute and track trades and investment transactions per advisor instruction
• Process client checks, distributions, and account transactions
• Assist with rollovers, insurance claims, and account servicing needs
• Maintain organized digital client files and documentation
• Draft correspondence, notes, and follow-up communications
• Conduct account and product research as needed
• Ensure compliance with financial regulations and internal procedures
• Assist with client events and provide support as needed