Seres Smith Consulting · 2 months ago
Financial Client Service Associate
Tulsa, OK
Full-time
Onsite
New Grad, Entry LevelSeres Smith Consulting is seeking a Financial Client Service Associate to support investment operations and enhance client service. This role involves managing account administration and ensuring a high-quality client experience while collaborating with advisors and internal partners.
Human Resources
Responsibilities
Oversee day-to-day investment operations, including account administration, trading support, and transaction processing
Manage client onboarding, including account openings, documentation, and compliance requirements
Maintain strong, ongoing client relationships and provide timely, high-touch service
Coordinate money movement, transfers, and account servicing requests with accuracy and care
Prepare proposals, reporting packages, and meeting materials for client presentations
Collaborate across advisory and operations teams to improve workflows and elevate the overall service experience
Identify and implement opportunities for process improvement and efficiency
Track and manage operational tasks to ensure timely and accurate completion
Qualification
Required
Bachelor's degree in Finance, Business, Economics, or related field preferred or equivalent experience
Experience in private wealth management, financial services, or professional services
Exceptional attention to detail, communication skills, and client service orientation
Ability to take initiative, manage competing priorities, and work collaboratively as part of a team
Preferred
Series 7 and 66 or progress toward or interest in CFP® certification
Benefits
Medical, Dental & Vision Insurance
Paid Time Off
Additional employer-provided benefits
Company
Seres Smith Consulting
Seres Smith Consulting is an innovative executive and managerial search firm that helps employers to recruit mission-critical financial and accountingtalent.
Founded in 2009
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Theresa Seres Smith, CPA
Partner
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