Do you know how to take care of people? We're looking for a Client Associate to: keep management ... with the preparation of reports and other materials for client meetings collect the right ...
Do you know how to take care of people? We're looking for a Client Associate to: keep management ... with the preparation of reports and other materials for client meetings collect the right ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s ... Provide reports and other information to FA(s), as requested. * Identify situations that need to be ...
Client Associate
Tulsa, OK · On-site
... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...
Client Associate
Tulsa, OK · On-site
... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...
Client Associate
Tulsa, OK · On-site
... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...
Client Associate
Tulsa, OK · On-site
... reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • ...
Client Service Associate-Wealth Management
Tulsa, OK · On-site
$12.50 - $17.25/hr
Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing ...
Client Service Associate-Wealth Management
Tulsa, OK · On-site
$12.50 - $17.25/hr
Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing ...
Reporting to the Vice President, Client Strategy, this role helps translate client objectives into ... Provide mentorship and feedback to coordinators, specialists, or associates. * Foster a culture of ...
Quick apply
Reporting to the Vice President, Client Strategy, this role helps translate client objectives into ... Provide mentorship and feedback to coordinators, specialists, or associates. * Foster a culture of ...
The Associate Director, Client Partner is responsible for oversight of day-to-day operations of the ... Ensure timely and accurate reporting to clients. * Responsible for ensuring Office Reference ...
New
The Associate Director, Client Partner is responsible for oversight of day-to-day operations of the ... Ensure timely and accurate reporting to clients. * Responsible for ensuring Office Reference ...
New
You'll manage exception reports and the requirements and process of clearing outstanding exceptions ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
You'll manage exception reports and the requirements and process of clearing outstanding exceptions ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
You'll manage exception reports and the requirements and process of clearing outstanding exceptions ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
You'll manage exception reports and the requirements and process of clearing outstanding exceptions ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
You'll manage exception reports and the requirements and process of clearing outstanding exceptions ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
You'll manage exception reports and the requirements and process of clearing outstanding exceptions ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
You'll manage exception reports and the requirements and process of clearing outstanding exceptions ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
You'll manage exception reports and the requirements and process of clearing outstanding exceptions ... Associate's Degree and 4 years' experience in a banking or customer service environment or an ...
... of Associate's Degree or higher in Banking and/or Accounting related field of study and/or 3-5 ... Understanding financial reports, data analysis and research. * Trouble shooting and Problem-Solving
... of Associate's Degree or higher in Banking and/or Accounting related field of study and/or 3-5 ... Understanding financial reports, data analysis and research. * Trouble shooting and Problem-Solving
Audit Associate
Shawnee, OK · On-site
We're looking for an Audit Associate to join our Audit & Assurance team and begin building a career ... Gain experience with financial reporting and internal controls * Build professional and client ...
Audit Associate
Shawnee, OK · On-site
We're looking for an Audit Associate to join our Audit & Assurance team and begin building a career ... Gain experience with financial reporting and internal controls * Build professional and client ...
part time associate
Oklahoma City, OK · On-site
$14 - $16/hr
Supports client experience throughout all touch points * Supports and executes floor-sets ... Reports to work as scheduled; records all time worked accurately by using time and attendance ...
part time associate
Oklahoma City, OK · On-site
$14 - $16/hr
Supports client experience throughout all touch points * Supports and executes floor-sets ... Reports to work as scheduled; records all time worked accurately by using time and attendance ...
When we see a customer, a client or one of our own team members smile, we know we made an impact ... Ensures that shift reports, cash drops and other revenue reports are completed with detail and ...
When we see a customer, a client or one of our own team members smile, we know we made an impact ... Ensures that shift reports, cash drops and other revenue reports are completed with detail and ...
TIRN Client Services Coordinator
Tulsa, OK · On-site
$17 - $21.75/hr
Preparation of budgets, grant applications, and reports. * Assists Clinic Director and Clinic ... Preference for Bachelor's Degree or Associate's Degree in paralegal studies * At least two years of ...
TIRN Client Services Coordinator
Tulsa, OK · On-site
$17 - $21.75/hr
Preparation of budgets, grant applications, and reports. * Assists Clinic Director and Clinic ... Preference for Bachelor's Degree or Associate's Degree in paralegal studies * At least two years of ...
TIRN Client Services Coordinator
Tulsa, OK · On-site
$18 - $22.75/hr
Preparation of budgets, grant applications, and reports. * Assists Clinic Director and Clinic ... Preference for Bachelor's Degree or Associate's Degree in paralegal studies * At least two years of ...
TIRN Client Services Coordinator
Tulsa, OK · On-site
$18 - $22.75/hr
Preparation of budgets, grant applications, and reports. * Assists Clinic Director and Clinic ... Preference for Bachelor's Degree or Associate's Degree in paralegal studies * At least two years of ...
TIRN Client Services Coordinator
$18 - $22.75/hr
Preparation of budgets, grant applications, and reports. * Assists Clinic Director and Clinic ... Preference for Bachelor's Degree or Associate's Degree in paralegal studies * At least two years of ...
TIRN Client Services Coordinator
$18 - $22.75/hr
Preparation of budgets, grant applications, and reports. * Assists Clinic Director and Clinic ... Preference for Bachelor's Degree or Associate's Degree in paralegal studies * At least two years of ...
Client Reporting Associate information
See Oklahoma salary details
$10.2K - $21K
0% of jobs
$21K - $31.8K
0% of jobs
$37.5K is the 25th percentile. Wages below this are outliers.
$31.8K - $42.6K
47% of jobs
$42.6K - $53.5K
0% of jobs
The median wage is $54.5K / yr.
$53.5K - $64.3K
27% of jobs
$65.7K is the 75th percentile. Wages above this are outliers.
$64.3K - $75.1K
2% of jobs
$75.1K - $86K
12% of jobs
$86K - $96.8K
3% of jobs
$96.8K - $107.6K
0% of jobs
$107.6K - $118.4K
3% of jobs
$118.4K - $129.3K
5% of jobs
$10.2K
$63.2K
$129.3K
How much do client reporting associate jobs pay per year?
As of Jul 2, 2026, the average yearly pay for client reporting associate in Oklahoma is $63,201.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $80,800.00 per year, depending on experience, location, and employer.
What does a Client Reporting Associate do?
A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.
What are some common challenges faced by Client Reporting Associates, and how are they typically addressed in the workplace?
Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.
What are the key skills and qualifications needed to thrive as a Client Reporting Associate, and why are they important?
To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.
What is the difference between Client Reporting Associate vs Client Service Associate?
| Aspect | Client Reporting Associate | Client Service Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, familiarity with reporting tools | Bachelor's degree, strong communication skills |
| Work Environment | Data analysis, report preparation, client reporting | Client communication, account management |
| Employer & Industry Usage | Financial services, asset management | Banking, financial institutions |
| Common Search & Comparison | Focus on reporting and data analysis | Focus on client interaction and support |
The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.
What job categories do people searching Client Reporting Associate jobs in Oklahoma look for? The top searched job categories for Client Reporting Associate jobs in Oklahoma are:
- Parttime Financial Planner
- Wealth Management Associate
- Client Services Associate
- Financial Client Services Associate
- Work From Home Customer Service Associate
- Customer Service Associate I
- Precision Wealth Strategies
- Client Onboarding Associate
- Client Relationship Manager
- Registered Wealth Management Client Associate
What cities in Oklahoma are hiring for Client Reporting Associate jobs? Cities in Oklahoma with the most Client Reporting Associate job openings:
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
15th of 144 rated banks
Job description
Your role
Are you truly service oriented. Do you know how to take care of people?
We're looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH