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6

Private Client Services Associate Jobs






Job info
 
Company
Location
Oklahoma City, OK
Posted Date
Sep 17, 2020
Info Source
Employer  - Full-Time  90  

Senior Tax Associate - Private Client Services The candidate will be responsible ... quality expertise and delivering excellent client service: Preparation of Tax returns ... (990-PF). Provide timely, high quality..

 
Company
**********
Location
Oklahoma City, OK
Posted Date
Aug 22, 2020
Info Source
Employer  - Full-Time  90  

... or equivalent experience in the private or public sector sector applying ... or equivalent experience in the private or public sector sector using ... or equivalent experience in the..

 
Company
Location
Oklahoma City, OK
Posted Date
Sep 17, 2020
Info Source
Employer  - Full-Time  90  

Private Client Services Tax Supervisor Provide detail review ... to facilitate communication between the client and the service team while ... the risk for both the client and the firm...

 
Company
Location
Oklahoma City, OK
Posted Date
Sep 17, 2020
Info Source
Employer  - Full-Time  90  

Private Client Services Manager Duties: Work with the ... (990-PF)). Provide timely, high quality client service that meets or exceeds ... service that meets or exceeds client expectations. Provide training,..

 
Company
**********
Location
Oklahoma City, OK
Posted Date
Sep 29, 2020
Info Source
Employer  - Full-Time  90  

Wealth Transition Services Manager / Senior Manager The ... and estate plan flow. Manage client relationships internally and externally by ... that add value to the client experience. Handle business..

 
Company
**********
Location
Oklahoma City, OK
Posted Date
Sep 25, 2020
Info Source
Employer  - Full-Time  90 

Client Service Associate III The candidate will responsible ... will responsible for working with Private Wealth Officers and high net ... for administrative support to the Client Advisors, Bankers, Trust..

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