PlanGroup Financial is always looking for the best, and if you’re interested in joining us, feel free to submit your resume for an open position below. We look forward to speaking with any potential canidates.

Director of Client Services and Operations

PlanGroup Financial is a full-service investment organization with a long-standing in the Oklahoma City community.  Our fast-paced, growing organization is seeking a loyal, high-performer to join our close-knit team in a leadership role.  The ideal candidate will possess a passion for serving customers, an excitement for supporting and developing teams and being part of building an industry-leading firm.   Previous high-level client service experience in the investment industry a must.


Key Roles for this Position:

  • Direct and manage client services support for our clients

  • Support the CEO and advisors with all client service needs

  • Responsible for the overall client service experience

  • Primary point of contact for clients

  • Lead operations of the organization

  • Manage and train client support team

  • Responsible for defined result and deadlines

  • Must be self-directed and highly motivated

  • Proven professional with excellent communication skills

  • Possess a strong attention to detail

  • Demonstrate ability to prioritize work and meet deadlines

  • Manage daily operations of the organization

  • Oversee and implement operational workflows

  • Create and execute continuous operating efficiencies

  • Drive and implement continuous improvement of policies for the organization

  • Assist with compliance for the organization

    • Responsible for successful client onboarding

    • Responsible for successful new employee onboarding

    • Document all client interaction to provide team with up to date information

    • Monitor and process timecards, PTO, and payroll

    • Administer the organization’s 401K plan

To apply for this position, please fill out the form below or submit your resume to lindsay@plangroup.com

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