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288 Results for

Client Associate Jobs in Oklahoma

United States of America

Work hours/week:.

350 MAIN STREET NORTH:STILLWATER

City:.

Tulsa, OK29 days ago

p>Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Oklahoma City, OK23 days ago

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Yukon, OK23 days ago

li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Tulsa, Oklahoma30 days ago

What You'll Be Doing:

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Fiserv Inc logo

OK30 days ago
  • $120,000ā€“$198,000 Per Year

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

Edmond, Oklahoma10 days ago

This is not just a front desk or data entry roleā€”this is a career development opportunity designed to grow into a licensed Commercial LinesAccount Manager position within our agency.

Berrong Insurance Agency is seeking a motivated, organized, and customer-focused individual to join our team as a Customer Service Associate.

OK30+ days ago
  • $81,500ā€“$103,500 Per Year

Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).

New!

Yukon, Oklahoma4 days ago

div>

*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

Norman, Oklahoma30+ days ago

div>

*All interviews will be conducted via Zoom video conferencing.
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.
Donā€™t miss out on this opportunity to join a team thatā€™s committed to making a meaningful impact.

Broken, OK30+ days ago
Remote
  • $30,000ā€“$50,000 Per Year

Improvement implementation rate: Number of identified improvements implemented and measured for impact per period. KR 3.1: Identify and implement at least three process improvements per year that reduce manual effort or error rates by a quantifiable margin.

Tulsa, OK23 days ago

Ministry Brands is a leading provider of SaaS operational management systems, payments platforms, digital engagement tools and background screening solutions for faith-based, non-profit and for-profit organizations. The diverse and real-world experiences of our team members serving their communities makes us stronger together and enhances our ability to advance digital transformation for the greater good.

BOK Financial Corp logo

Oklahoma City, OK30+ days ago

p>The Client Relationship Specialist III supports relationship managers and clients in the management of the commercial banking portfolios, including compliance/operational processes, ensuring that all of the commercial banking processes flow effectively and efficiently.

  • Youll assist Commercial Lending Officers in developing new lending and depository business with existing and prospective customers, including preparing packages for Bank product presentations, with guidance from CRS IV or Supervisor.

    • BOK Financial Corp logo

    Oklahoma City, OK30+ days ago

    p>This level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in banking and treasury client servicing or an equivalent combination of education and experience.

    As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends.

    BOK Financial Corp logo

    Tulsa, OK30+ days ago

    TransFund offers a range of services, including debit and credit card processing, merchant services, ATM services, fraud protection, card control, point-of-sale systems, and digital wallets, serving thousands of banks, credit unions, retailers, and merchants nationwide.

  • Industry Knowledge and Technical Proficiency: Advanced knowledge of ATM, debit and credit card network processing, bank operations policies and procedures, exception processing, payments/collections, ACH and other electronic network services and operations.

    • BOK Financial Corp logo

    Oklahoma City, OK19 days ago
    • $85,000ā€“$100,000 Per Year

    p>This level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and minimum 6 years' experience in banking and treasury client servicing or an equivalent combination of education and experience.

  • You will intervene as point of escalation for TCSP support and provide assistance to internal business partners as necessary, review and approve client requests for internal account transfers ranging from $1000.00 to $25,000,000.00,

    • BOK Financial Corp logo

    Oklahoma City, OK30+ days ago

    p>This level of knowledge is normally acquired through completion of an Associate's Degree and 2-3 years of collections, branch banking, or customer service experience or equivalent combination of education and experience.

    This position is responsible for initiating collection activities on early and mid-stage delinquency accounts in order to comply with bank policy and procedure as well as ensuring the bank is in compliance with federal regulations for loan servicing.

    Fox Rothschild LLP logo

    Oklahoma City, OK30+ days ago

    p>As a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys, including the Office Managing Partner, by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s). ā€¢ Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.

    Oklahoma City, OK30+ days ago

    p>The Company is subject to certain federal regulations and directives regarding a drug free workplace and all employees are subject to drug and alcohol testing, including random testing.

    Occupations matching closely with this position are Customer Service, Sales Support Specialists, Retail Salesclerks, Laboratory Technicians, and Pharmacy Technicians.

    New!

    Oklahoma City, OK2 days ago
    Remote
    • $70,500ā€“$81,500 Per Year

    Total potential compensation range for your first full year in this role is $70,500 - $81,500 ($62,000 - $72,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses).

    If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate!

    Oklahoma City, OK13 days ago
    • $17.40ā€“$26.06 Per Hour

    Reduce controllable churn by solving problems, offering tailored incentives and uncovering upsell opportunities that truly meet customers' needs while also assisting with billing related inquiries Here's a look at what you'll be doing: Answering customer disconnect calls and resolving issues, saving the day with creative solutions and attractive offers. Making outbound calls to inform customers about referral programs, new products, enhanced packages or simply to renew, save or upgrade their services.

    Oklahoma City, OK21 days ago

    p>Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world.

    Tulsa, OK17 days ago

    If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site or contact us at Labcorp Accessibility. Work in multiple databases to manage and resolve a wide variety of needs related to patient cases within any stage of testing.

    New!

    Oklahoma City, OK2 days ago
    Remote

    Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing.

    If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate!

    Watonga, Oklahoma30+ days ago

    Under the direction of the Field Service Manager, but working largely independently without and/or limited direct supervision, provide remedial repair, preventive maintenance, and system reliability services. Overview:

    ViaPath is looking for a Telecommunication Technician 3 (Site Admin Technician 3) to join the Field Services team.

    Tulsa, OK30+ days ago
    • $15.54ā€“$33.65 Per Hour

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.

    Tulsa, OK30+ days ago
    • $15.38ā€“$35.58 Per Hour

    The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.

    Broken Arrow, OK14 days ago

    li>Full-time Associates receive the following benefits:

  • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.

    • BOK Financial Corp logo

    Tulsa, OK10 days ago

    The ideal candidate will bring a strong background in Investment Company Act of 1940 ("40 Act") matters, mutual fund regulation, and broker-dealer law, and will thrive in a collaborative, fast-paced environment where practical, business-oriented legal advice is valued.

    • You will provide day-to-day legal support across investment management and brokerage businesses, including:

    • 40 Act registered funds, including open-end mutual funds and related structures.

    Choctaw, OK13 days ago

    You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

    Oklahoma City, OK30+ days ago
    • $83,500ā€“$111,300 Per Year

    Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

    Ardmore, OK30+ days ago
    • $20ā€“$26 Per Hour

    li>Maintain cleanliness throughout the store by performing tasks such as dusting, vacuuming, steaming and ensuring shared areas like the bathroom are regularly cleaned and well-stocked. Individual pay rate decisions are based on several factors, including qualifications for the role, experience level, skillset, scope of the role, and internal peer benchmarking.

    Oklahoma City, OK30+ days ago
    • $30ā€“$33 Per Hour

    Employee Type: Contract Location: Oklahoma City, OK, US Job Type: Date Posted: March 25, 2026 Pay Range: $30 - $33 per hour Similar Jobs EE Technical Designer Level 3 Data Center Technical Operations Engineer - Data Center Technical Operations En Data Center Technical Operations Engineer - Data Center Technical Operations En Development Associate * Warehouse Associate. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

    Ada, OK30+ days ago
    • $45,000ā€“$50,000 Per Year

    Key responsibilities include managing the delivery of guest/patient services; hiring, training, evaluating and discharging associates; planning, assigning, and directing work; appraising performance; financial management and reporting; addressing customer complaints; and managing a minimum of two associates. The employee frequently is required to sit or stand for extended periods of time and may be required to run; walk; handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl.

    Oklahoma City, OK30+ days ago
    • $50,000ā€“$55,000 Per Year

    The employee frequently is required to sit or stand for extended periods of time and may be required to run; walk; handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl. May perform guest/patient service duties including valet parking, bell services, and door services, as needed to achieve quality and service levels based on the working conditions and physical demands section of this job description.

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