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Financial Client Services Associate Jobs in Oklahoma

INTEGRIS Health

Environmental Services Associate

Edmond, OK · On-site

$13.75 - $16.75/hr

... financial assistance for continued education, 24/7 mental health support and more. Take the first ... The Environmental Services Associate 2 provides a clean and sanitary environment within the ...

INTEGRIS Health

Environmental Services Associate

Edmond, OK · On-site

$13.75 - $16.75/hr

... financial assistance for continued education, 24/7 mental health support and more. Take the first ... The Environmental Services Associate 2 provides a clean and sanitary environment within the ...

INTEGRIS Health

Environmental Services Associate

Edmond, OK · On-site

$13.75 - $16.75/hr

... financial assistance for continued education, 24/7 mental health support and more. Take the first ... The Environmental Services Associate 2 provides a clean and sanitary environment within the ...

INTEGRIS Health

Environmental Services Associate

Enid, OK · On-site

$14.75 - $17.75/hr

... financial assistance for continued education, 24/7 mental health support and more. Take the first ... The Environmental Services Associate I provides a clean and sanitary environment within the ...

INTEGRIS Health

Environmental Services Associate

Edmond, OK · On-site

$13.75 - $16.75/hr

... financial assistance for continued education, 24/7 mental health support and more. Take the first ... The Environmental Services Associate I provides a clean and sanitary environment within the ...

INTEGRIS Health

Environmental Services Associate

Woodward, OK · On-site

$13.50 - $16.25/hr

... financial assistance for continued education, 24/7 mental health support and more. Take the first ... The Environmental Services Associate I provides a clean and sanitary environment within the ...

INTEGRIS Health

Environmental Services Associate

Enid, OK · On-site

$14.75 - $17.75/hr

... financial assistance for continued education, 24/7 mental health support and more. Take the first ... The Environmental Services Associate I provides a clean and sanitary environment within the ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What are popular job titles related to Financial Client Services Associate jobs in Oklahoma? For Financial Client Services Associate jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Oklahoma look for? The top searched job categories for Financial Client Services Associate jobs in Oklahoma are:
What cities in Oklahoma are hiring for Financial Client Services Associate jobs? Cities in Oklahoma with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Oklahoma as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Treasury Client Services Prof III

BOK Financial

Oklahoma City, OK

Full-time

Re-posted 24 days ago

Job description

Req ID: 77892 

Location: Oklahoma City -OKC, Tulsa -TUL, Fort Worth -FTWT 

Areas of Interest: Branch Business Banking; Consumer Banker; Consumer Banking; 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 per the End-of-Day Directive.
  • 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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