Financial Client Service Associate
3 weeks ago
Financial Client Service Associate Full-Time | On-Site Position Summary We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings strong work ethic in a team environment, excellent attention to detail, and the ability to manage tasks and priorities in a fast-paced environment. You will work closely with advisors and internal partners, serving as a trusted client resource and helping drive operational excellence across the firm. Responsibilities Oversee day-to-day investment operations, including account administration, trading support, and transaction processing. Manage client onboarding, including account openings, documentation, and compliance requirements. Maintain strong, ongoing client relationships and provide timely, high-touch service. Coordinate money movement, transfers, and account servicing requests with accuracy and care. Prepare proposals, reporting packages, and meeting materials for client presentations. Collaborate across advisory and operations teams to improve workflows and elevate the overall service experience. Identify and implement opportunities for process improvement and efficiency. Track and manage operational tasks to ensure timely and accurate completion. Qualifications Required Bachelors degree in Finance, Business, Economics, or related field preferred or equivalent experience. Experience in private wealth management, financial services, or professional services. Exceptional attention to detail, communication skills, and client service orientation. Ability to take initiative, manage competing priorities, and work collaboratively as part of a team. Preferred / Bonus Series 7 and 66or progresstoward or interest in CFP certification. Compensation & Benefits Salary Range:strong base with incentive compensation Medical, Dental & Vision Insurance Paid Time Off Additional employer-provided benefits #J-18808-Ljbffr
-
Client Service Associate
3 weeks ago
Tulsa, United States BOK Financial Full timeClient Service Associate A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Job Description The Client Service Associate serves as the first point of contact to meet...
-
Client Service Associate
2 weeks ago
Tulsa, United States BOK Financial Full timeSelect how often (in days) to receive an alert: Client Service Associate Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 11/02/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...
-
Client Service Associate
2 weeks ago
Tulsa, United States BOK Financial Full timeJob Details Location: Tulsa - TUL Application Deadline: 12/05/2025 Job Description The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and...
-
Client Service Associate
3 days ago
Tulsa, OK, United States BOK Financial Full timeReq ID:77145 Location:Tulsa -TUL Areas of Interest:Wealth Management Pay Transparency Salary Range:Not Available Application Deadline:01/09/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
-
Client Service Associate
2 weeks ago
Tulsa, OK, United States BOK Financial Full timeReq ID: 77145 Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 01/09/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...
-
Client Service Associate
1 week ago
Tulsa, OK, United States BOK Financial Full timeReq ID: 77145 Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 01/09/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...
-
Financial Client Service Associate
1 week ago
Tulsa, United States Seres Smith Consulting Full timeFinancial Client Service Associate Full-Time | On-Site Position Summary We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings...
-
Financial Client Service Associate
2 weeks ago
Tulsa, OK, United States Seres Smith Consulting Full timeFinancial Client Service AssociateFull-Time | On-SitePosition Summary We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings...
-
Financial Client Service Associate
7 days ago
Tulsa, OK, United States Seres Smith Consulting Full timeFinancial Client Service AssociateFull-Time | On-SitePosition Summary We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings...
-
Associate Financial Advisor
2 weeks ago
Tulsa, United States Ameriprise Financial Full timeAssociate Financial Advisor (AFA) Small Wealth Management | Tulsa, OK Are you ready to take your financial services career to the next level? Small Wealth Management, a collaborative and client-focused practice in Tulsa, OK, is seeking a motivated and experienced Associate Financial Advisor (AFA) to join our growing team. Ideal for a professional with strong...
