Series 65 Licensed Client Specialist - Tulsa Oklahoma

Company: VirtualVocations
Location: Tulsa, Oklahoma
Posted On: 01/28/2025

A company is looking for a Client Experience & Onboarding Specialist.



Key Responsibilities

Respond to customer requests via phone and email, assisting with account openings and navigation
Provide information about investment philosophy and account mechanics to prospects and clients
Maintain detailed records of client interactions and collaborate with custodians to resolve inquiries


Required Qualifications

Series 65 or equivalent license (CFP, Series 66, ChFC, CFA) for personalized investing advice
Fluency in various brokerage account types
Adaptability and flexibility in a fast-paced environment
Strong technical skills for assisting clients with computer and smartphone issues
Experience in customer service or administration is preferred More...

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