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19 client accounting services associate jobs at 7 companies in Oklahoma

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Client Service Associate
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Retirement Planners of America
Retirement Planners of America: Provides wealth management and retirement planning services.
Provide client-facing account management and support for financial planning and investment accounts; strong interpersonal, organizational, analytical, and confidentiality skills required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
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1mo
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Treasury Client Services Prof III
Tulsa or Oklahoma City
OnsiteFull Time
BOK Financial
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
4+ YOEAssociate’s degree in business (Bachelor’s preferred) and 4+ years banking/treasury client servicing; advanced Excel/Word; strong communication, analytical, and documentation skills; knowledge of deposit and treasury products.
Microsoft Excel, Microsoft Word
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2mo
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Client Service Associate - Non-Registered
Tulsa, Oklahoma, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEAdministrative support for opening client accounts; assist Financial Advisors; strong organizational and customer service skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
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1w
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Wealth Management Client Associate
Oklahoma City, Oklahoma, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; familiarity with investment products; pursuing or holding SIE/Series 7/66 (63/65 accepted); strong communication, detail orientation, and Microsoft/Salesforce skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4d
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Tax Associate
Stockton or Oklahoma City
$14-$18/hr OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage tax obligations and build financial confidence.
High school diploma/GED, customer or client service experience, clear communication, problem-solving skills, and comfort with digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
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4d
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Tax Associate
Wewoka, Oklahoma, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services serving clients and communities.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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4d
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Tax Associate
Oklahoma City, Oklahoma, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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4d
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Tax Associate
Oklahoma City, Oklahoma, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
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4d
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Tax Associate
Tulsa, Oklahoma, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
Requires high school diploma or equivalent, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
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4d
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Tax Associate
Tulsa, Oklahoma, United States
OnsiteSeasonal, Part Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax obligations and finances.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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4d
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Tax Associate
El Reno, Oklahoma, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services providing tax expertise and digital tools.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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4d
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Tax Associate
Muskogee, Oklahoma, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
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4d
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Tax Associate
Oklahoma City, Oklahoma, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
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4d
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Tax Associate
Broken Arrow, Oklahoma, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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4d
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Tax Associate
Tulsa, Oklahoma, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, completion of the H&R Block Income Tax Course, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
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4d
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Tax Associate
Seminole, Oklahoma, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
Requires high school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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4d
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Tax Associate
Tulsa, Oklahoma, United States
OnsiteSeasonal, Full Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; complete the H&R Block Income Tax Course, hold a high school diploma or GED, communicate clearly, solve problems, use digital tools, and have customer or client service experience.
Microsoft Copilot, ChatGPT
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1d
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
Cushman & Wakefield
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
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3w
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Part Time (30 Hours) Associate Banker, Boston and 4th Branch, Tulsa, OK
Tulsa, Oklahoma, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, handle cash devices, use branch technology, and learn products and procedures; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
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