Financial Client Service Specialist and Case Manag
Job Opportunity at Career Development Partners

Posted on Aug 19

http://www.CareerDevelopmentPartners.com    918-293-0500

Location: Tulsa, OK
Job Type: Full Time
Job ID: W4138271

CLIENT SERVICE SPECIALIST CASE MANAGER

Tulsa, Ok

FINANCIAL CLIENT SERVICE SPECIALIST AND CASE MANAGER IMPACT:
  • Join an industry leader recognized by the Financial Times and advance your career as as a Client Service Specialist and Case Manager.
  • Enjoy outstanding benefits, a team environment and broad opportunity for growth and advancement.

FINANCIAL CLIENT SERVICE SPECIALIST AND CASE MANAGER BENEFITS:
  • Competitive salary commensurate with expereince.
  • Comprehensive benefits include: Health, Dental, 401k with match and PTO above industry standards. 

FINANCIAL CLIENT SERVICE SPECIALIST AND CASE MANAGER DETAILS:
  • Meet with Clients and Advisors, prepare for client meetings, create initial recommendations and track clients progress. 
  • Conduct investment calls and document client contact.
  • Demonstrate to clients how to access online tools.
  • Update client profiles as needed. Deliver investment advice, assess risk tolerance and ensure risk tolerance is appropriate for investments in client accounts. 
  • Track insurance applications and underwriting.
  • track transfers and rollovers and address any additional requirements. 
  • Monitors firm's compliance program. 

FINANCIAL CLIENT SERVICE SPECIALIST AND CASE MANAGER BACKGROUND:
  • Previous experience working within a financial institution
  • Exceptional client service abilities
  • Critical thinking capabilities
  • Strong initiative, with the ability to stay focused and proactive while working independently
  • Effective written and verbal communication skills
  • A focus on detail and accuracy
  • The aptitude to learn and understand the financial services industry

FINANCIAL CLIENT SERVICE SPECIALIST AND CASE MANAGER NEXT STEPS:
  • Advance Your Career - Apply Today.



FINANCIAL CLIENT SERVICE SPECIALIST AND CASE MANAGER Tulsa, Ok
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