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Client Services Associate Jobs in Oklahoma (NOW HIRING)

UBS

Client Associate

Tulsa, OK · On-site

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 ...

UBS

Client Associate

Tulsa, OK · On-site

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 ...

Banfield Pet Hospital

Client Service Representative

Norman, OK · On-site

$14 - $19/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

Banfield

Client Service Representative

Norman, OK · On-site

$14.25 - $19.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

Banfield

CLIENT SERVICE COORDINATOR

Oklahoma City, OK · On-site

$16.75 - $21.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... services and route the flow of clients and pets to ensure superior client care and maximum ...

Banfield

Client Service Coordinator

Owasso, OK · On-site

$15.25 - $20/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

Banfield

Client Service Coordinator

Tulsa, OK · On-site

$15.50 - $20.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

Banfield

Part Time - Client Service Coordinator (CSC)

Tulsa, OK · On-site

$15.50 - $20.25/hr

... services, and ensures clear communication with clients and associates. This role helps create a ... Client & Patient Flow Management * Coordinate the flow of clients and pets to maximize hospital ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Oklahoma

Client Services Associate information

See Oklahoma salary details

$9

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$37

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.

Treasury Client Services Prof III

BOK Financial

Tulsa, OK • On-site

Full-time

Re-posted 25 days ago

Job description

Req ID: 78224 

Location: Tulsa -TUL, Oklahoma City -OKC 

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

Pay Transparency Salary Range: Not Available 

Application Deadline: 09/03/2026

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
Discretionary
Summary

As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients’ evolving needs.

Job Description

The Treasury Client Services Professional III serves as the primary point of contact for a designated portfolio of clients providing technical and operational support on DDA and Treasury Management Products and Services.  The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals.

Team Culture

At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time
  • You will independently manage complex Treasury client accounts, ensuring accurate setup and functionality.
  • You will review and verify legal and regulatory documentation for new and existing account openings.
  • You will collaborate with Compliance and Legal teams to resolve documentation issues.
  • You will troubleshoot and resolve technical issues, updating clients promptly.
  • You will coordinate with internal teams and vendors to resolve problems and improve processes.
  • You will build strong client relationships through proactive outreach, fraud prevention, and training.
  • You will mentor junior team members and continuously expand your product and system knowledge.
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 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.

Advanced understanding of:

  • Banking regulations
  • Deposit products/services
  • Treasury products/service
  • Advanced Excel and Word experience
  • Advanced oral and written communication skills to effectively represent self and BOKF
  • Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.
  • Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity
  • Ability to effectively plan time, method, manner and sequence of own work assignments Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.

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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