Manager, Client Services

Job description

Retirement Investment Advisors, Inc. a local retirement planning firm, is proud to be recognized as a Top Advisory Firm in more than 40 local and national publications. This includes recognition as a "Best Financial Advisor" by both Expertise.com and AdvisoryHQ . Dynamic career opportunity for a mature, professional, caring, and attentive Client Services Manager to join our rapidly growing, independent wealth management/financial planning firm in Oklahoma City. The ideal candidate is friendly, energetic, positive, dependable, well-organized, and eager to learn new skills. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment. Must also be very detail-oriented, technologically literate, exceptional with multi-tasking, and able to work independently. Must have excellent follow-through and be a self-starter. Coordinate client appointments and meetings. Other duties will include greeting clients, handling phone calls, setting appointments, maintaining client relationships, and working on numerous computer programs. The emphasis of our b...