Job Details

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 include greeting clients, handling phone calls, setting appointments, maintaining client relationships, and working on numerous computer programs. The salary is $45,000 to $65,000, based on experience.

Duties and Responsibilities

• Assist with any questions regarding our services
• Prepare paperwork for account set up, maintenance, distributions, etc.
• Track and follow up on asset transactions, document exceptions, etc.
• Prepare files for client review meetings
• Cost basis updating
• Communicate with various companies regarding service requests/issues
• Assist with telephone and provide back-up to all CSMs and other persons of the firm, as needed
• Document all correspondence (written and oral) with a client or PLC within database software
• Duties, as required

Knowledge, Skills and Abilities

• Confidentiality
• Excellent attitude and extraordinary client service experience
• Excellent knowledge of various forms and requirements of custodial accounts
• Computer proficiency in Outlook, Excel, Word, etc.
• Outstanding verbal, written, and interpersonal communication skills
• Telephone and organizational skills
• Sefl-motivation

Mission Statement

Retirement Investment Advisors, Inc. commits to be the company worthy of helping people achieve financial security for life.

Since 1991, Retirement Investment Advisors, Inc. has been the fee-only fiduciary that people seek when they need trusted CERTIFIED FINANCIAL PLANNER professionals to help navigate the twists and turns of the retirement path. You've worked hard for your money. Now that you're focused on retirement, it's time to make sure it's working for you. Let us lead the way.