Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Client Relations Coordinator
Oklahoma City, OK · On-site
$22 - $25/hr
Client Relationship Coordinators are responsible for acting as a liaison between clients and ARL ... Ability to present information or respond to inquiries from groups of managers, associates, and ...
Client Relations Coordinator
Oklahoma City, OK · On-site
$22 - $25/hr
Client Relationship Coordinators are responsible for acting as a liaison between clients and ARL ... Ability to present information or respond to inquiries from groups of managers, associates, and ...
Client Relations Coordinator
Oklahoma City, OK · On-site
$22 - $25/hr
Client Relationship Coordinators are responsible for acting as a liaison between clients and ARL ... Ability to present information or respond to inquiries from groups of managers, associates, and ...
Client Relations Coordinator
Oklahoma City, OK · On-site
$22 - $25/hr
Client Relationship Coordinators are responsible for acting as a liaison between clients and ARL ... Ability to present information or respond to inquiries from groups of managers, associates, and ...
The Associate Treasury Management Officer (ATMO) is a critical part of the Treasury Management ... Other sales or client relationship projects as needed * Qualifications To perform this job ...
The Associate Treasury Management Officer (ATMO) is a critical part of the Treasury Management ... Other sales or client relationship projects as needed * Qualifications To perform this job ...
The Associate Treasury Management Officer (ATMO) is a critical part of the Treasury Management ... Other sales or client relationship projects as needed * Qualifications To perform this job ...
The Associate Treasury Management Officer (ATMO) is a critical part of the Treasury Management ... Other sales or client relationship projects as needed * Qualifications To perform this job ...
The Associate Director, Client Partner is responsible for oversight of day-to-day operations of the ... Develop and maintain relationships with key contacts in various healthcare and community-based ...
The Associate Director, Client Partner is responsible for oversight of day-to-day operations of the ... Develop and maintain relationships with key contacts in various healthcare and community-based ...
As a Capital Markets Associate - Derivatives Products Group within PNC's Capital Markets ... The successful candidate will be focused on building strong client relationships while helping ...
New
As a Capital Markets Associate - Derivatives Products Group within PNC's Capital Markets ... The successful candidate will be focused on building strong client relationships while helping ...
New
Relationship Banker Oklahoma Market
Tulsa, OK · On-site
$17 - $22.25/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker Oklahoma Market
Tulsa, OK · On-site
$17 - $22.25/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Tax Associate
Broken Arrow, OK · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Broken Arrow, OK · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Nowata, OK · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Nowata, OK · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Tulsa, OK · On-site
$48K - $64K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Tulsa, OK · On-site
$48K - $64K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Oklahoma City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Oklahoma City, OK · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Hugo, OK · On-site
$49K - $65K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Hugo, OK · On-site
$49K - $65K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Wagoner, OK · On-site
$41K - $55K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Wagoner, OK · On-site
$41K - $55K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Edmond, OK · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Edmond, OK · On-site
$49K - $66K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Oklahoma City, OK · On-site
$48K - $65K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Oklahoma City, OK · On-site
$48K - $65K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Tulsa, OK · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Tulsa, OK · On-site
$52K - $69K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Tulsa, OK · On-site
$51K - $68K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Tulsa, OK · On-site
$51K - $68K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Coweta, OK · On-site
$42K - $57K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Coweta, OK · On-site
$42K - $57K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Tulsa, OK · On-site
$51K - $68K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Tulsa, OK · On-site
$51K - $68K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Client Relationship Associate information
See Oklahoma salary details
$23.1K - $26.6K
0% of jobs
$26.6K - $30.1K
2% of jobs
$30.1K - $33.7K
7% of jobs
$36.9K is the 25th percentile. Wages below this are outliers.
$33.7K - $37.2K
17% of jobs
The median wage is $40.2K / yr.
$37.2K - $40.7K
27% of jobs
$40.7K - $44.2K
18% of jobs
$45.3K is the 75th percentile. Wages above this are outliers.
$44.2K - $47.8K
12% of jobs
$47.8K - $51.3K
6% of jobs
$51.3K - $54.8K
5% of jobs
$54.8K - $58.3K
3% of jobs
$58.3K - $61.9K
2% of jobs
$23.1K
$43.5K
$61.9K
How much do client relationship associate jobs pay per year?
As of Sep 12, 2026, the average yearly pay for client relationship associate in Oklahoma is $43,479.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,900.00 and $46,200.00 per year, depending on experience, location, and employer.
What does a client relationship associate do?
A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?
To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.
How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?
Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.
What skills are needed for a client relationship associate?
A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.
What are the most commonly searched types of Client Relationship jobs in Oklahoma?
The most popular types of Client Relationship jobs in Oklahoma are:
What are popular job titles related to Client Relationship Associate jobs in Oklahoma?
For Client Relationship Associate jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Oklahoma look for?
The top searched job categories for Client Relationship Associate jobs in Oklahoma are:
- Registered Wealth Management Client Associate
- Public Relationship Manager
- Wealth Management Associate
- Marketing Business Development Associate
- Client Relations Associate
- Fidelity Financial Customer Associate Salary
- Head Of Client Relations
- Client Relationship Coordinator
- Fiduciary Trust Company
- Pryer Aerospace
What cities in Oklahoma are hiring for Client Relationship Associate jobs?
Cities in Oklahoma with the most Client Relationship Associate job openings:
Wealth Management Client Associate
Tulsa, OK • On-site
Bank of America
• Finance and Insurance • 10K+ employees10,000+ employees
Full-time
Re-posted 17 days ago
Bank Of America rating
8.3
Based on 538 frontline employees who took The Breakroom Quiz
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
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Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US