Communicate daily with clients, building relationships, and managing expectations.
Respond to potential and current client inquiries and requests for information.
Create, update, and file documentation for a variety of accounts and changes to accounts.
Complete due diligence and compliance checks, coordinating with legal services.
Receive, process, and distribute paperwork, and approve or reject new accounts and changes to accounts.
About Tulsa, Oklahoma
Tulsa County, Oklahoma
Tulsa /ˈtʌlsə/ is the second-largest city in the state of Oklahoma and 47th-most populous city in the United States. As of July 2015, the population was 403,505, an increase of 11,599 over that reported in the 2010 Census. It is the principal municipality of the Tulsa Metropolitan Area, a region with 981,005 residents in the MSA and 1,151,172 in the CSA. The city serves as the county seat of Tulsa County, the most densely populated county in Oklahoma, with urban development extending into Osage, Rogers, and Wagoner counties.
Tulsa was settled between 1828 and 1836 by the Lochapoka Band of Creek Native American tribe. For most of the 20th century, the city held the nickname "Oil Capital of the World" and played a major role as one of the most important hubs for the American oil industry.
Once heavily dependent on the oil industry, economic downturn and subsequent diversification efforts created an...