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Client Reporting Associate Jobs in Oklahoma (NOW HIRING)

KnitWell Group

part time associate

Oklahoma City, OK

$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 ...

Bressler Amery & Ross

Associate

Oklahoma City, OK · On-site

$155K - $170K/yr

Participate in client advisement in the scope of financial services legal counsel. * Conduct ... News & World Report as a "Best Company to Work For: Law Firms" for two consecutive years ...

LG-OSS LLC

Inventory Associate

Claremore, OK

$13/hr

In this position you will communicate upward through your team for all matters between the client ... On Time - Report daily at designated time / submit daily reports by set deadlines * Task Sequence ...

LG-OSS LLC

Inventory Associate

Claremore, OK · On-site

$13/hr

In this position you will communicate upward through your team for all matters between the client ... On Time - Report daily at designated time / submit daily reports by set deadlines * Task Sequence ...

KnitWell Group

Sales Associate

Edmond, OK · On-site

$12.75 - $17.25/hr

Addresses client concerns, coming to resolution when possible, and involving management where ... Reports to work as scheduled; records time worked accurately by using ANN INC.'s Time and ...

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All JobsClient Reporting Associate JobsClient Reporting Associate Jobs in Oklahoma

Client Reporting Associate information

See Oklahoma salary details

$10.2K

$63.2K

$129.3K

How much do client reporting associate jobs pay per year?

As of Jun 12, 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?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus 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:
Client Reporting Associate jobs near you
Supervisor, Treasury Client Services

Supervisor, Treasury Client Services

BOK Financial

Tulsa, OK • On-site

$85K - $100K/yr

Other

Posted 6 days ago

Job description

Req ID: 78176 

Location: Oklahoma City -OKC, Dallas -DAL, Denver -DEN, Fort Worth -FTWT, Tempe -TEMP, Tulsa -TUL 

Areas of Interest: Treasury Services; Commercial Banking; Customer Service/Call Center; Professional 

Pay Transparency Salary Range: $85,000 - $100,000 

Application Deadline: 07/03/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
BOKF Performance Plan (D02)
Summary

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place.  Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.  We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Job Description

The Supervisor, Treasury Client Services oversees a team of Treasury Client Service Professionals managing daily workflow of the team and ensuring all client issues are effectively resolved.

Team Culture

Meaningful impact comes from working together.  Our team is a cohesive unit. Our camaraderie, shared decision making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. 

How You'll Spend Your Time
  • You will oversee all Treasury Client Service Professional responsibilities, ensuring coverage of all reports and client service duties, review request for the approval of funds movement (i.e. Wires, Transfers, Regis) for TCSP's, oversee TCSP established metrics for TCSP goals.
  • You will review and enforce adherence to process and procedures, collaborate with Supervisors across footprint for documented process improvement and best practices, collaborate with Supervisors across footprint for backup, assistance, guidance.
  • You will meet with Treasury Management Officers on a consistent basis to ensure expectations and goals for TCSPs are understood and appropriately completed/met, provide performance summaries to management team.
  • You will coach, document, and manage performance issues, mentor TCSP IIIs on leadership opportunities, proactively interact with clients, managers, and internal partners regarding problem resolution and/or account maintenance issues.
  • You will intervene as point of escalation for TCSP support and provide assistance to internal business partners as necessary, review and approve client requests for internal account transfers ranging from $1000.00 to $25,000,000.00, HIPAA violations and reporting.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and minimum 6 years' experience in banking and treasury client servicing or an equivalent combination of education and experience. Previous supervisory experience preferably in treasury client servicing.

Working Conditions & Physical Requirements
Office - 20 lbs

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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