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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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.
1mo
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Client Service Coordinator - 000217
Edmond, Oklahoma, United States
$15-$18/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, perform administrative and financial tasks, educate clients on wellness plans, and maintain strong communication and multitasking skills.
2mo
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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).
1mo
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Client Service Coordinator - 000217
Edmond, Oklahoma, United States
$15-$18/hr OnsiteFull Time
Customer-service focused coordinator to manage client/pet flow, complete documentation, handle invoices and payments, schedule appointments, and promote hospital services and wellness plans.
3w
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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
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
3w
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Client Services Admin
Tulsa, Oklahoma, United States
OnsiteFull Time
2+ YOESupport project managers with client communications, job order entry and production coordination; 2 years customer-service experience preferred; strong Microsoft Office and CRM skills; must lift up to 50 lbs.
Microsoft Office, CRM
1mo
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Consumer Banking Client Experience Strategist (Tulsa, OK, US, 74101)
Tulsa, Oklahoma, United States
OnsiteFull Time
7+ YOEBachelor's degree in business (or equivalent) and 7+ years in client experience, sales ops, or related banking roles; strong change management, analytics, communication, and MS Office skills.
Microsoft Office
3w
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Manager, Program Management
Edmond or Frisco
$100k-$120k/yr HybridFull Time
5+ YOE5+ years in staffing/workforce solutions or client services; high school diploma required; bachelor\u0002s coursework preferred; strong client relationship, KPI management, escalation, and governance experience.
3w
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Manager, Program Management
Edmond or Frisco
$100k-$120k/yr HybridFull Time
5+ YOE5+ years in staffing, workforce solutions, or client services; proven client relationship and KPI management experience; High School Diploma/GED required; bachelor coursework in business, communications, or HR preferred.
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
3w
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Private Client Banker - Bryant and 2nd Branch - Edmond, OK
Edmond, Oklahoma, United States
OnsiteFull Time
1+ YOE1+ year branch banking or equivalent experience; relationship-oriented client acquisition and management; ability to work branch hours including weekends and some evenings; must complete SIE/Series 6/7, state registration (63/66) and life licenses within 180 days if not already registered; NMLS registration required for mortgage origination.
4d
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Entry Level Project Management
Tulsa, Oklahoma, United States
$17-$19/hr OnsiteFull Time
Pursuing or recently completed degree in project management/business/communication, strong phone and communication skills, Microsoft Office proficiency, organizational skills, research or client relations experience a plus.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QRScan's Enterprise Asset Management Suite
3w
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
2w
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VP Pharmacy Spend Management Delivery
Tulsa or United States
$188k-$348k/yr OnsiteFull Time
10+ YOEBachelor's degree required; advanced degree preferred. 10+ years progressive pharmacy leadership experience, national pharmacy recognition, RFP and pricing strategy experience, analytics and KPI proficiency, and ability to lead client-facing teams.
2mo
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Financial Advisor - Wealth Management
Tulsa or Alpharetta
OnsiteFull Time
Bachelor's degree in finance or business required. Active Series 65/66 or professional designation (CFP, CFA, ChFC, CIC). Strong financial planning and investment knowledge, excellent client communication, and familiarity with CRM and financial planning systems.
CRM
1w
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
2mo
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Senior Project Manager - Data Centers/Mission Critical
Tulsa, Oklahoma, United States
OnsiteFull Time
15+ YOESenior Project Manager responsible for project direction, completion and financial outcome; mentors on-site staff; strong leadership and client service skills.
Microsoft Office, Project management software, Document control software, Scheduling software
2mo
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Principal Environmental Planning Project Manager
Houston or Austin or Baton Rouge or Dallas or Fort Worth or Little Rock or New Orleans or San Antonio or Tulsa
$125k-$187k/yr HybridFull Time
10+ YOEBachelor's in a related field, 10+ years managing environmental planning/permitting in Texas/Gulf, expertise with NEPA, CWA, ESA, CCN filings, strong technical writing, project management, and client development skills.