Customer Support Associate

2 weeks ago


Oklahoma City, Oklahoma, United States BOK Financial Full time

Position Overview:
The Client Service Specialist plays a pivotal role in delivering operational, administrative, and sales assistance to Financial Consultants who offer investment solutions to clients.

Key Responsibilities:
- Conduct daily service activities, which include documentation, information collection, and data compilation, while operating under general supervision.
- Ensure all operational tasks are executed efficiently with minimal errors, prioritizing client needs and delivering exceptional service consistently.

Team Environment:
We foster a culture of collaboration and shared objectives. You will build strong relationships with colleagues and develop a support system to manage workloads effectively. Our environment encourages camaraderie, collective decision-making, and mutual respect, creating a cohesive team dynamic.

Core Duties:
- Maintain existing client accounts, update registrations, and establish new accounts.
- Respond promptly to client inquiries via email and phone, assisting them with various tasks by utilizing available resources and collaborating with team members.
- Organize daily tasks efficiently, adopting an agile approach to prioritize multiple responsibilities.
- Provide regular updates to advisors and management regarding account statuses and requests, ensuring thorough follow-through on all tasks.

Qualifications:
This role typically requires a Bachelor's Degree in Finance or a related field, along with 3-4 years of relevant experience in investment sales or operations, or a combination of education and experience totaling 5-7 years.

Essential Requirements:
- Possession of FINRA Series 7, Series 63, or Series 66 licenses.

Work Environment:
This position is office-based, and BOK Financial Corporation Group is recognized for its stability and commitment to employee development, providing comprehensive training to support long-term career growth.

Benefits:
BOK Financial Corporation Group offers a comprehensive benefits package that addresses the complete physical, financial, and emotional well-being of its employees.

About Us:
For over a century, BOK Financial Corporation has been dedicated to empowering the success of clients and communities, evolving into a diversified financial services provider that caters to a wide range of customers, from individuals to large corporations.

  • Oklahoma City, Oklahoma, United States Pearson Full time

    If you enjoy providing exceptional customer and client services, considering joining Pearson as a Customer Support Associate.The ideal candidate will be responsible for handling customer inquiries and resolving problems primarily via Support ticketing system and bot communication. Additionally, they may also respond to email inquiries as needed.Key...


  • Oklahoma City, Oklahoma, United States Airgas Full time

    Position Overview:The Customer Experience Representative (CXR) plays a pivotal role in managing the daily operations associated with the collection of customer accounts while addressing various customer inquiries related to billing, pricing, and discrepancies.Key Responsibilities:Manage a portfolio of customer accounts, ensuring timely collection efforts and...


  • Oklahoma City, Oklahoma, United States Nrg Bluewater Wind Full time

    Position Overview:At NRG Bluewater Wind, we empower our employees to take charge of their professional growth and development. We encourage you to explore exciting career opportunities within our organization. Our dynamic work environment offers a variety of challenges that contribute to your personal and professional growth.Role Summary:We are in search of...


  • Oklahoma City, Oklahoma, United States Kontoor Brands Full time

    About Us:Kontoor Brands, Inc. is the parent organization of renowned labels such as Wrangler, Lee, and Rock & Republic, operating manufacturing facilities in Mexico and Nicaragua. With over 140 retail locations worldwide, our company employs more than 15,000 individuals across 65 countries, with our global headquarters situated in Greensboro, North Carolina,...


  • Oklahoma City, Oklahoma, United States S&B's Burger Joint Full time

    About the Role: As a Customer Service Associate, you'll play a vital role in ensuring every guest has a positive and memorable dining experience at S&B's Burger Joint. Your friendly demeanor and commitment to excellent service will be key to creating a welcoming atmosphere for our patrons. Your Responsibilities: Warmly greet guests and provide attentive...


  • Oklahoma City, Oklahoma, United States OG&E Full time

    Requisition ID: 1267Job Description: JOB INFORMATIONJob Title: Supervisor Customer OperationsJob Code: 126110Grade: Exempt 55JOB SUMMARYPlans, organizes and directs the Customer Operations of the Utility. Ensure Customer Operation processes, procedures and actions accomplish the Company's requirements for efficient and effective management of the customer...


  • Oklahoma City, Oklahoma, United States Hawaii Medical Service Association Full time

    Compensation Range : $45,654 - $67,026, eligible for performance bonusesOverview : The HMSA Center Representative plays a crucial role in delivering a unique, engaging, and positive experience for our valued customers at HMSA. This position is dedicated to providing exceptional service, sales support, and assistance.As a representative of HMSA, you will...


  • Oklahoma City, Oklahoma, United States Corken Full time

    Join Our Team at CorkenIf you are seeking a unique opportunity to advance your career, Corken is the place for you. We offer a dynamic environment where you can leverage your skills and acquire new ones while making a significant impact.We provide diverse opportunities across various sectors including engineering, marketing, sales, supply chain, operations,...


  • Oklahoma City, Oklahoma, United States Jobot Full time

    Job Overview:This position is hosted by Jobot. We are looking for a dedicated and skilled Technical Support Professional to join our dynamic team. Salary:$18 - $35 per hourAbout Us:We are a Managed IT Services provider committed to delivering exceptional support to our clients in all their IT endeavors.Why Work With Us?We offer a vibrant workplace culture,...


  • Oklahoma City, Oklahoma, United States CJ Pony Parts Full time

    Note: This role is exclusively remote for candidates residing in Texas. Applicants from other states will not be considered for this position.The Customer Support Specialist will engage with both internal and external clients by delivering product and service insights promptly and courteously through phone or chat channels. This individual will leverage...


  • Oklahoma City, Oklahoma, United States ClimateMaster Full time

    Customer Experience SpecialistWe are seeking a highly skilled Customer Experience Specialist to join our team at ClimateMaster. As a key member of our sales team, you will play a vital role in delivering exceptional brand and buying experiences for our customers.Key ResponsibilitiesPartner with our sales team to meet and exceed customer service expectations,...


  • Oklahoma City, Oklahoma, United States Exchange Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Associate. As a key member of our retail operations team, you will be responsible for delivering an exceptional customer experience through proactive and customer-focused behaviors and actions.Key ResponsibilitiesProvide high-level customer...


  • Oklahoma City, Oklahoma, United States Tinker Federal Credit Union Full time

    Position Overview:Important Notes:1) Flexibility is required for varying department hours, including mornings, evenings, and weekends.2) This role is not fully remote; candidates must be able to commute to the office.Tinker Federal Credit Union is seeking a dedicated Customer Service Associate I to join our Member Service Center. This position offers a...


  • Oklahoma City, Oklahoma, United States Locke Supply Co Full time

    Job OverviewWe are seeking enthusiastic individuals who are passionate about sales and customer service, with a strong desire to explore numerous advancement opportunities.The Branch Associate role is a full-time position offering a guaranteed 45 hours per week (Monday through Friday). You will also be eligible for our monthly incentive program.Benefits...


  • Oklahoma City, Oklahoma, United States Redbud Property Inspections, LLC Full time

    Job OverviewRedbud Property Inspections, LLC is on the lookout for a dedicated and detail-focused individual to fill the role of Customer Support Coordinator. This position is vital to our daily operations, offering essential assistance in client interactions and internal organization. If you possess a strong commitment to customer satisfaction, exceptional...

  • Branch Associate

    5 days ago


    Oklahoma City, Oklahoma, United States Locke Supply Co Full time

    Job DescriptionOverviewLocke Supply Co. is seeking a highly motivated and customer-focused Branch Associate to join our team. As a Branch Associate, you will play a critical role in delivering exceptional customer service and sales support to our customers.Key ResponsibilitiesCustomer Service: Provide outstanding customer service to our customers, ensuring...


  • Oklahoma City, Oklahoma, United States Redbud Property Inspections, LLC Full time

    Job DescriptionOverview:Redbud Property Inspections, LLC is in search of a dedicated and detail-focused individual to become part of our team as a Customer Support Coordinator. This position is vital to our operations, offering essential assistance in client communications and internal organization. If you possess a strong commitment to customer service,...


  • Oklahoma City, Oklahoma, United States Redbud Property Inspections, LLC Full time

    Job OverviewBenefits:401(k)401(k) matchingCompetitive salaryOpportunities for advancementPaid time offEmployee discountsPerformance-based bonusesComplimentary uniformsPosition Summary:Redbud Property Inspections, LLC is on the lookout for a dedicated and detail-focused individual to become part of our team as a Customer Support Specialist. This position...


  • Oklahoma City, Oklahoma, United States S&B's Burger Joint Full time

    About the Role As a Customer Service Associate, you'll play a vital role in ensuring every guest has a positive and memorable dining experience at S&B's Burger Joint. Your primary focus will be providing exceptional service with a friendly, efficient, and enthusiastic demeanor. Your Responsibilities Will Include: Taking orders accurately and...

  • Sales Associate

    3 hours ago


    Oklahoma City, Oklahoma, United States OnCue Marketing, LLC Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at OnCue Marketing, LLC. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and achieving sales and profit goals.Key Responsibilities:Customer Service: Greet customers...