Client Service Associate

Company: Capital Advisors, Inc.
Location: Tulsa
Posted on: January 30, 2025

Job Description:

We endeavor to make a positive difference in people's lives by helping them achieve meaningful lifetime goals through investment management. We inspire peace of mind through a transparent and repeatable investment process and frequent communication. Founded in 1978, Capital Advisors provides wealth management and financial planning services to individuals and institutions. Our company is an employee-owned SEC Registered Investment Advisor with over $6 Billion in assets under management.
Transparency - Collaboration - Integrity - Commitment - Initiative - Innovation


Client Service Associate Position and Company Highlights:
Salary: $55,000 - $60,000 base salary
Location: Tulsa, Oklahoma in office #LI-onsite
Schedule 8:00 AM - 4:30 PM Monday - Thursday, 8:00 AM - 3:15 PM Friday
Benefits: Annual bonus program, up to 6 weeks PTO, 90% employer paid medical insurance, 401k match 100% vested available first day, ESOP available first day, employer paid 2x annual salary life insurance


Purpose of Client Service Associate:
Client Service Associates are primarily responsible for collaborating with Client Service Specialists in the onboarding and maintenance of client relationships. The Client Service Associate is responsible for processes and workflows that make the client experience more accurate and efficient.


Principal Accountabilities of the Client Service Associate:

New client onboarding processes & follow up
Coordinate with Client Service Specialists & Financial Custodian on new and account maintenance paperwork
Follow processes and workflows in CRM software for all client service-related issues
Collaborate with Client Service team to enhance client experience


Requirements for the Client Service Associate:

Bachelor's Degree (preferred)
FINRA license - Series 65 or 66 (preferred, not required)



Dimensions of Position of the Compliance Officer:
Team members in this position are dedicated to supporting Capital Advisors client relationships as well as relationships with strategic partners and coworkers. Client Service Associates must be willing to collaborate and always work with the highest level of integrity and transparency.
Career Pathway:
Client Service Associate - Client Service Specialist - Senior Client Service Specialist PIdf24ce334517-25660-36588048

Keywords: Capital Advisors, Inc., Stillwater , Client Service Associate, Other , Tulsa, Oklahoma