Client Associate
Tulsa, OK · On-site
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 ...
Client Associate
Tulsa, OK · On-site
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 ...
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 ...
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 ...
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
Oklahoma City, OK · On-site
$13.50 - $18.50/hr
The Associate will be relied upon for both professional and personal support in a fast-paced ... Analyze reports to identify necessary actions for client accounts. * Investigate and resolve client ...
Quick apply
Client Service Associate
Oklahoma City, OK · On-site
$13.50 - $18.50/hr
The Associate will be relied upon for both professional and personal support in a fast-paced ... Analyze reports to identify necessary actions for client accounts. * Investigate and resolve client ...
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 ...
Associate Director, Client Partner (DentaQuest) - Oklahoma City OK
Oklahoma City, OK · On-site
$97.60 - $146.40/hr
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 ...
Associate Director, Client Partner (DentaQuest) - Oklahoma City OK
Oklahoma City, OK · On-site
$97.60 - $146.40/hr
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 ...
Wealth Management Associate
Oklahoma City, OK · On-site
$85 - $125/hr
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and ... At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or ...
New
Wealth Management Associate
Oklahoma City, OK · On-site
$85 - $125/hr
POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and ... At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or ...
New
Wealth Management Associates provide exceptional service to our clients and support Financial ... At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or ...
Wealth Management Associates provide exceptional service to our clients and support Financial ... At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or ...
Client Success Account Manager Adkast/LUV | $17/hr
Tulsa, OK · On-site
$17/hr
Review and interpret client reports, helping clients understand and leverage data to meet business ... Associate's or Bachelor's degree preferred Work Environment & Expectations: * In-office position ...
Quick apply
Client Success Account Manager Adkast/LUV | $17/hr
Tulsa, OK · On-site
$17/hr
Review and interpret client reports, helping clients understand and leverage data to meet business ... Associate's or Bachelor's degree preferred Work Environment & Expectations: * In-office position ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
Associate Client Solutions Director - Automation
$67.31 - $84.13/hr
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
Associate Client Solutions Director - Automation
$67.31 - $84.13/hr
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
Associate Client Solutions Director - Automation
$67.31 - $84.13/hr
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
Associate Client Solutions Director - Automation
$67.31 - $84.13/hr
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
Associate Client Solutions Director - Automation
$67.31 - $84.13/hr
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
Associate Client Solutions Director - Automation
$67.31 - $84.13/hr
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
The Associate Client Solutions Director is the primary point of contact for the customer throughout ... Oversee financials through review of weekly reporting and escalate appropriately when targets are ...
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 Sep 6, 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 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 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 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 are popular job titles related to Client Reporting Associate jobs in Oklahoma?
For Client Reporting Associate jobs in Oklahoma, the most frequently searched job titles are:
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:
What cities in Oklahoma are hiring for Client Reporting Associate jobs?
Cities in Oklahoma with the most Client Reporting Associate job openings:
Full-time
Re-posted 19 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 175 rated banks
Job description
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