Wealth Management Operations Specialist

About the Role

This mid-level position within the wealth management operations team is dedicated to supporting client account processing and delivering exceptional client services. The specialist serves as a vital link between internal teams, external custodians, clients, and vendors, ensuring accurate documentation and seamless transaction processing.

In this role, you will manage the full lifecycle of client accounts, from opening and closing to the precise processing of cash receipts, disbursements, and fee calculations. You will be responsible for resolving daily processing issues promptly and providing high-quality customer service. The position also involves collaborating with the team to identify and recommend solutions for exception processing, aiming to continuously improve operational efficiency.

Hiring Process

Candidates interested in this opportunity are encouraged to apply online. The selection process typically involves a review of qualifications followed by interviews with the hiring team to assess technical fit and cultural alignment.

Location

This position is based in our Tulsa, OK office and requires on-site work.

Equal Opportunity Employer

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.