We're Hiring! Seeking a Client Service AdministratorSubmitted by Legacy Financial Group on May 19th, 2021
The Legacy Financial Group is seeking a Client Service Administrator to add to our growing team! We are a premier wealth management firm based in Tulsa, OK and serving clients internationally. Far beyond managing assets, we enable clients to focus on what matters most in their lives: their time, their families, their businesses, and their life goals.
The Client Service Administrator (CSA) plays a critical part in this high calling by putting our clients’ financial plans into action. The CSA collaborates daily with the team and our industry partners to ensure progress and communication with clients.