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Financial Client Services Associate Jobs in Oklahoma

INTEGRIS Health

Environmental Services Associate

Yukon, OK · On-site

$12.75 - $15.50/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

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

Edmond, OK

$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 ...

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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.

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 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.

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, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution.

Environmental Services Associate

INTEGRIS Health

Yukon, OK • On-site

$12.75 - $15.50/hr

Full-time

Medical, PTO

Re-posted 9 days ago

Integris Health rating

6.6

Company rating: 6.6 out of 10

Based on 180 frontline employees who took The Breakroom Quiz

574th of 898 rated healthcare providers

Job description

Join our team as a full-time, Environmental Services Associate, at INTEGRIS Health Canadian Valley Yukon, OK.

Get to Know Your Team

  • INTEGRIS Health, Oklahoma's largest not-for-profit health system, is seeking a dedicated caregiver to join us in our mission to partner with people to live healthier lives.  
  • Benefits of being an INTEGRIS Health caregiver include front-loaded PTO, medical benefits through the extensive INTEGRIS Health network, financial assistance for continued education, 24/7 mental health support and more.  
  • Take the first step toward growing your career by joining us.  
  • Work experience is preferred
  • Must be able to communicate effectively in English (verbal / written)

INTEGRIS Health is an Equal Opportunity Employer. All applicants will receive consideration regardless of membership in any protected status as defined by applicable state or federal law, including protected veteran or disability status.

Responsibilities:

The Environmental Services Associate I provides a clean and sanitary environment within the facility. This position requires population specific competencies. Adheres to National Patient Safety Goals as appropriate based on the level of patient contact this position requires.

The Environmental Services Associate I responsibilities include, but are not limited to, the following:

  • Performs general cleaning functions in assigned areas according to established procedures and schedules
  • Reports all needed project work to supervisor, including equipment failures and supply needs
  • Keeps equipment, housekeeping closet and/or storage area clean and stocked
  • Mixes and maintains cleaning solutions
  • Assists in orientation and on the job training of new employees
  • May fill and push and pull trash/linen carts

The Environmental Services Associate I reports to the leader as assigned

This position may have additional or varied physical demand and/or respiratory fit test requirements. Please consult the Physical Demands Project SharePoint site or contact Risk Management/Employee Health for additional information. Potential for exposure to infections and communicable diseases, blood and body fluids, electrical equipment, chemicals. Must follow standard precautions.

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