
This mid-level Wealth Management Operations Specialist role supports the wealth management operations team in Tulsa, Oklahoma, focusing on client account processing and services. Key responsibilities include opening and closing client accounts, processing cash receipts and disbursements, calculating account fees, and coordinating with custodians and vendors to ensure accurate documentation. The position offers the opportunity to improve operational workflows and resolve complex issues within a collaborative environment. The role requires an on-site presence and values strong attention to detail, organizational skills, and experience in the securities industry.






