Customer / Client Support Specialist, Financial Planner, Financial Planning Support
4 Year Degree
The Client Service Specialist will be responsible for maintaining and developing systems that enhance workflow and client relations and will be focused on efficiency, productivity, and an exceptional client experience.
Duties of the Client Service Specialist may include, but are not limited to: regular interaction with clients, paperwork management, advisory meeting preparation & follow-up, staff meeting preparation & follow-up, asset transfer management, money movement, placing trades, bookkeeping, and other office administrative duties as necessary. The Client Service Specialist will report directly to the Chief Operating Officer.
An Ideal Client Service Specialist Is:
Passionate about Helping People.
Professional in all areas – attitude, appearance, communications, work ethic, etc.
An excellent communicator in all formats: written, on the phone, in-person, etc.
A proven team contributor.
A critical thinker and problem solver.
Focused on operational improvements and process efficiency.
Detail-Oriented and Thorough.
Technologically Proficient, both in their use of standard office applications (Excel, Word, Outlook, etc.) and in their ability to learn new software and technology.
Looking for a place to begin a career for the long-term.
This is a salaried position with annual bonus potential, based on job performance.
Excellent benefits package including 401(k) with company match, health insurance, and on-site gym membership.
Opportunity for firm equity ownership exists, based on job performance.
Incentives exist for further education. Desire to pursue CFP® designation is preferred.
Full Time, approximately 40 hrs/week
We currently office in Downtown Tulsa, OK. Employee parking subsidy provided.
Minimum level of education required: Bachelor’s Degree
Preferred areas of study: Business, Accounting, Finance
Position requires a Series 65 Licensure; educational & test prep materials provided.
About Warburton Capital Management
Warburton Capital is a Registered Investment Advisor. Our advisors are independent, fee-only fiduciaries who work to help clients identify, clarify, and achieve their personal and professional goals. Ultimately, we strive to help clients build a level of financial peace of mind that helps them make work optional and maintain that status. Warburton Capital advisors implement a unique, consultative process informed by extensive education and years of advising experience. We guide clients along proven pathways to wealth by leveraging the services of a carefully selected resource team. Those experts specialize in investment strategies, estate planning, taxation, asset protection and charitable giving.