Job Description

Company Overview

The Turner Group is a boutique financial services firm dedicated to managing over $200 million in assets under management for 165+ high net worth clients located in 19 states. While we formulated our team in 2002, in 2008, we left Merrill Lynch to start our own independent investment firm in Tulsa, OK. Today, we are in the top 1% independent, investment advisory teams in the country.

Our team also includes experts in income tax, asset management, estate and financial planning, committed to delivering personalized and comprehensive financial solutions.

Summary of the Opportunity

We are seeking a Client Concierge/Associate to join our team in Tulsa, OK. This role is vital in providing exceptional service to our high net worth clients, ensuring their needs are met with professionalism and care. The position offers an exciting opportunity to be a key part of a dynamic financial services environment.

Our growing business is an outstanding job opportunity for a motivated individual with a positive, upbeat attitude that desires to work in a small, professional office environment, where you're more than just a number...

you're a member of our team.

We are seeking someone that wants to make a difference in the lives of others, someone that is committed to our firm's objectives of providing Ritz Carlton-like service to each of the families we serve. Someone that values their own personal growth over the rat race of the corporate ladder. We are looking for someone that is a quick learner and a great communicator.

No prior specific financial industry experience is necessary but we would prefer to hire someone with at least

15+ years of experience in a professional office setting. Salary will be commensurate with experience, ranging from

$45,000-$65,000 annually.

Excel skills, Word, Microsoft Office and basic database skills will be a part of the day to day operations.

Benefits offered: 401K (4% ER match upon eligibility,) United Healthcare medical, dental, vision insurances, as well as PTO.

Join us at the Turner Group where your dedication transforms client experiences into lasting relationships. If you thrive in a refined environment and aim to make a meaningful impact, we invite you to explore this opportunity and become part of our office family.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

401(k) Dental insurance Free parking Health insurance Paid time off Vision insurance
Work Location: In person