2mo
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Client Associate
Tulsa, Oklahoma, United States
OnsiteFull Time
Preferably 2 years client service experience in finance, Series 7 and 66 for registered CSAs, bachelor’s degree preferred, strong communication, attention to detail, and proficiency with Microsoft Office Suite.
Microsoft Office Suite, BrassRing, HackerRank
1mo
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Technical Client Advocate (Client Success)
Nashville or Tulsa
HybridFull Time
5+ YOEUndergraduate degree in CS/math/engineering/business required; 5+ years IT experience; 3+ years facilitating business initiatives; BRMP preferred; strong communication, collaboration, client-facing and project delivery skills.
3w
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Client Service Associate
Tulsa, Oklahoma, United States
OnsiteFull Time
3+ YOEWorks with Private Wealth Officers to serve high-net-worth clients; perform research on systems, resolve client inquiries, and develop client relationships. Typically requires a Bachelor's degree with 3–4 years' experience or 8–9 years equivalent.
1mo
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Wealth Management Client Associate
Tulsa, Oklahoma, United States
OnsiteFull Time
Provide client service support to Financial Advisors; high school diploma/GED required; enthusiastic self-starter with client-centric mindset; ability to learn technology platforms; SIE/Series 7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Advisor
Tulsa, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Provide a pressure-free sales experience, strong verbal phone skills, highly organized, comfortable driving/demoing vehicles, pass drug/background check, and possess a valid driver’s license; bachelor’s degree preferred.
1mo
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Client Partner
Tulsa or Remote
$100k-$125k/yr HybridFull Time
Demonstrated success managing and growing complex customer portfolios; strong executive presence, negotiation, and multi-stakeholder deal leadership; comfortable selling blended solutions (advisory, implementation, managed services, AI-enabled CX).
2w
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Client Advisor
Wagoner, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Provide exceptional guest service, strong phone and communication skills, computer proficiency, valid driver’s license, background check and drug screen required; bachelor’s degree preferred.
1mo
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Client Advisor
Tulsa, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Provide exceptional guest service throughout the car-buying journey; strong verbal/phone skills, computer proficiency, valid driver’s license, pass drug/background screens; bachelor’s degree preferred.
1mo
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Client Advisor
Broken Arrow, Oklahoma, United States
$48k-$60k/yr OnsiteFull Time
Provide a pressure-free car buying experience; strong verbal/phone skills, high energy, organized, proficient with computers; must pass drug test and background check and have a valid driver’s license.
2mo
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Client Service Associate - Non-Registered
Tulsa, Oklahoma, United States
OnsiteFull Time
2+ YOEAdministrative support for opening client accounts; assist Financial Advisors; strong organizational and customer service skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2mo
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Client Specialist I
Tulsa, Oklahoma, United States
$36k/yr OnsiteFull Time
Detail-oriented, strong time management, excellent communication and customer service skills; proficient with Microsoft Office; reliable team player; able to work in-office; possesses transportation to multiple offices.
Microsoft Office, Email, Internet
2w
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Client Onboarding Project Manager
Tulsa, Oklahoma, United States
$60k-$116k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years related experience, proven project management skills, Microsoft Office proficiency, strong writing/copyediting/proofreading, client service and technical implementation skills.
Microsoft Office
3mo
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Work From Home - Client Services Representative
Broken Arrow, Oklahoma, United States
RemoteFull Time
Remote client services role requiring strong communication, adaptability, and ability to manage virtual consultations.
Zoom
2mo
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Remote Client Protection Specialist (Entry Level)
Tulsa, Oklahoma, United States
$150k-$200k/yr RemoteFull Time
0+ YOEEntry-level remote client protection specialist; must be eligible to work in the U.S.; obtain life insurance license; reliable equipment.
CRM
1mo
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Client Support Representative
Tulsa, Oklahoma, United States
OnsiteFull Time
High school diploma or equivalent; strong verbal/written communication and detail orientation; knowledge of Microsoft Office (Excel, Word, PowerPoint); pre-employment background, credit, and drug screening; one year banking experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Client Service Representative
Tulsa, Oklahoma, United States
OnsiteFull Time
2+ YOEHigh school diploma/GED; 2–3 years banking or call center experience; cash handling; valid driver's license, proof of insurance, reliable transportation; Saturday availability; ability to travel between branches; strong communication and problem-solving; SharePoint proficiency.
SharePoint, Interactive Teller Machine (ITM)
6d
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Client Consultant Engineer
Tulsa, Oklahoma, United States
FieldFull Time
Bachelor's degree required, background in HVAC/mechanical/facilities or technical sales, valid driver's license, experience keeping customers and working in critical facilities preferred, strong communication and ownership.
CRM
3d
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Client Services Representative
Tulsa, Oklahoma, United States
OnsiteFull Time
1+ YOEHigh-school diploma or equivalent, 1 year front-office experience, strong English communication, Microsoft Office skills, ability to work in fast-paced nonprofit environment, knowledge of gender-based violence preferred.
Microsoft Office Suite, Microsoft Outlook, OSCN, e-Intervention
2mo
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Client Service Associate - Non-Registered
Tulsa, Oklahoma, United States
OnsiteFull Time
2+ YOEHigh school diploma; 2 years administrative/related industry experience; proficient in Microsoft Excel, Word, PowerPoint, Outlook; strong customer service and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Support & Benefits Representative
Tulsa, Oklahoma, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, time management, and basic computer/CRM skills.
CRM