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Associate Client Advisor Jobs in Tulsa, OK (NOW HIRING)

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$13.25 - $18.25/hr

The Client Service Associate serves as the first point of contact to meet client needs and is ... The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.50 - $17.25/hr

The Client Service Associate serves as the first point of contact to meet client needs and is ... The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

The Client Service Associate serves as the first point of contact to meet client needs and is ... The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

The Client Service Associate serves as the first point of contact to meet client needs and is ... The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors ...

KOHLS

Part-Time Beauty Advisor - Sephora

Owasso, OK · On-site

$13.30/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... Maintaining adherence to company safety policies for the safety of all associates and customers

KOHLS

Part-Time Beauty Advisor - Sephora

Tulsa, OK · On-site

$13.30/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... Maintaining adherence to company safety policies for the safety of all associates and customers

San Francisco Art Institute

Style Advisor

Tulsa, OK · On-site

$10 - $14.21/hr

Proven sales track record, detail-oriented, client-focused * Competitive drive and entrepreneurial ... An amazing Associate discount Salary and Other Compensation : The starting hourly rate for this ...

San Francisco Art Institute

Style Advisor

Tulsa, OK · On-site

$10 - $14.21/hr

Proven sales track record, detail-oriented, client-focused * Competitive drive and entrepreneurial ... An amazing Associate discount Salary and Other Compensation : The starting hourly rate for this ...

UMB Financial

Trust Sales Advisor

Tulsa, OK · Hybrid

$141K - $172K/yr

The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Tulsa, OK

Associate Client Advisor information

See Tulsa, OK salary details

$10

$23

$41

How much do associate client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate client advisor in Tulsa, OK is $23.69, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $27.21 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Tulsa, OK as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $49,268 per year, or $23.7 per hour.

Client Service Associate - Non-Registered

Stifel

Tulsa, OK • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
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).
What We're Looking For
  • Perform administrative functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Knowledge of administrative procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Knowledge of principles and processes for providing exemplary customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years administrative/related industry experience

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. 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. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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