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Client Services Associate Jobs in Oklahoma (NOW HIRING)

RPOA Advisors Inc

Client Service Associate

Oklahoma City, OK · On-site

$13.50 - $18.50/hr

... planning services. As a fiduciary-bound firm, we make decisions based on our core values ... The Client Service Associate will serve as the primary point of contact for all client service ...

BOK Financial

Client Service Associate

Tulsa, OK

$13.25 - $18.25/hr

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...

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 responsible for working with Private Wealth Officers and high net worth clients across several delivery ...

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 responsible for working with Private Wealth Officers and high net worth clients across several delivery ...

BOK Financial

Client Service Associate

Tulsa, OK

$12.75 - $17.50/hr

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Oklahoma

Client Services Associate information

See Oklahoma salary details

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How much do client services associate jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for client services associate in Oklahoma is $20.69, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $23.08 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Oklahoma? The most popular types of Client Services jobs in Oklahoma are:
What are popular job titles related to Client Services Associate jobs in Oklahoma? For Client Services Associate jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Oklahoma look for? The top searched job categories for Client Services Associate jobs in Oklahoma are:
What cities in Oklahoma are hiring for Client Services Associate jobs? Cities in Oklahoma with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Oklahoma as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution, with an average salary of $43,025 per year, or $20.7 per hour.

Client Service Associate

RPOA Advisors Inc

Oklahoma City, OK • On-site

$13.50 - $18.50/hr

Full-time

Posted 5 days ago

Job description

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.


Job Description:

The Client Service Associate will serve as the primary point of contact for all client service-related inquiries. This role involves managing accounts, from opening new accounts to addressing ongoing client requests and questions. The Associate will be relied upon for both professional and personal support in a fast-paced environment. This is a client-focused position that requires a dedicated individual, committed to working hard and maintaining high-quality service standards. Additionally, the Associate will provide backup support for other office tasks as needed.

Job Responsibilities:

  • Manage the calendar and scheduling database for the Financial Advisor.
  • Analyze reports to identify necessary actions for client accounts.
  • Investigate and resolve client issues.
  • Prepare for meetings and appointments.
  • Collect, organize, and analyze personal and financial information for clients.
  • Prepare and verify client forms, applications, and other required documents.
  • Update and maintain the client database.
  • Handle general office duties such as answering phones and managing USPS/UPS mail.

Additional key responsibilities:

  • Address client inquiries and concerns, escalating issues as needed to the appropriate teams and ensuring client satisfaction with issue resolution.
  • Oversee the entire process of opening, transferring, and closing client accounts, ensuring proper procedures are followed.
  • Maintain strong relationships with clients, remaining available to provide support as needed.

Job Qualifications:

Education:

  • High school diploma or equivalent required
  • Degree not required—strong experience and Client Service skills are highly valued

Experience & Skills:

  • Background in Finance or Financial Planning preferred.
  • 3 to 5 years of financial services experience preferred.
  • Ability to effectively interact with high-net-worth clients.
  • Excellent interpersonal and organizational skills.
  • Strong financial and analytical capabilities.
  • Proficient in computer skills, including advanced internet knowledge and MS Office applications.
  • Ability to work independently to research and resolve client issues.
  • Knowledge of the necessary paperwork and procedures to process transactions.
  • Strict adherence to confidentiality.
  • Comfortable working with executive-level officers.
  • Strong problem-solving skills and a goal-oriented team player willing to complete any task required within the firm.
  • Commitment to aligning with Retirement Planners of America’s core values.
  • Proficient in using computers and skilled in Word, Excel, Outlook, and PowerPoint.
  • Familiar with Salesforce or similar CRM platforms.
  • Strong interpersonal, organizational, and communication skills.
  • Applicants must be authorized to work in the United States without sponsorship.