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Financial Client Services Associate Jobs in Tulsa, OK

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.50 - $17.25/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

Grand Mental Health

Client Services Coordinator

Pryor, OK · On-site

$48K - $58K/yr

The Client Services Coordinator serves as the primary point of contact for clients and families and ... client financial processes are implemented and followed efficiently and in a timely manner. • ...

New

Moore DM Group

Client Services Admin

Tulsa, OK · On-site

$18.75 - $25/hr

The project coordinator supports the Client Services team in submitting production samples and work ... Exemplary associate status within the organization who is willing to work as a team member * Good ...

Stratford Davis

Client Sales Associate (Remote)

Tulsa, OK · Remote

$12.75 - $17.25/hr

We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused ... Represent a respected and growing financial services organization * Insurance Benefits: Access to ...

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Financial Client Services Associate information

See Tulsa, OK salary details

$12

$29

$61

How much do financial client services associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for financial client services associate in Tulsa, OK is $29.19, according to ZipRecruiter salary data. Most workers in this role earn between $18.89 and $31.39 per hour, depending on experience, location, and employer.

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 job categories do people searching Financial Client Services Associate jobs in Tulsa, OK look for?

The top searched job categories for Financial Client Services Associate jobs in Tulsa, OK are:

What cities near Tulsa, OK are hiring for Financial Client Services Associate jobs?

Cities near Tulsa, OK 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 Tulsa, OK as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $60,722 per year, or $29.2 per hour.

Client Service Associate - Non-Registered

Stifel

Tulsa, OK • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
  • Perform administrative functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Knowledge of administrative procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Knowledge of principles and processes for providing exemplary customer service. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2 years administrative/related industry experience

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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