2w
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Client Consultant
Oklahoma City, Oklahoma, United States
$125k/yr OnsiteFull Time
7+ YOE7+ years commercial lines insurance consulting experience preferred; property & casualty license required or obtainable; strong commercial lines knowledge, presentation, negotiation, analytical and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams
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.
2mo
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Client Service Coordinator
Owasso, Oklahoma, United States
$15-$19/hr OnsiteFull Time
1+ YOECoordinate client flow, schedule appointments, and maintain communication; handle documentation and finances; deliver excellent client service.
Microsoft Word, Excel, Outlook
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 Success Specialist
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
3+ YOE3+ years payroll/PEO/HR or client onboarding experience; experience with multi-state payroll and training clients on HRIS/myHR; strong project management, communication, and attention to detail.
Darwin, myHR, HRIS
3w
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Client Service Coordinator
Yukon, Oklahoma, United States
$15-$18/hr OnsiteFull Time
Provide professional client service, promote hospital services and wellness plans, complete client/pet documentation, handle invoicing and retail sales, and perform administrative and opening/closing cash procedures.
1mo
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Client Success Specialist
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
3+ YOE3+ years payroll/PEO/HR or client onboarding experience; experience with multi-state payroll and training clients on HRIS/myHR preferred; strong project management, communication, and attention to detail.
Darwin, myHR, HRIS
5d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
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Extended Hours Client Representative
Oklahoma, United States
$64k-$70k/yr RemoteFull Time
Requires SIE, Series 7 and Series 63 licenses, undergraduate degree or equivalent, strong client service and communication skills, ability to work non-traditional hours and learn evolving desktop applications.
2mo
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Director, Client Success
Alabama or Arkansas or Arizona or Florida or Georgia or Idaho or Indiana or Kansas or Maine or Michigan or Missouri or Mississippi or North Carolina or New Mexico or Oklahoma or Pennsylvania or South Carolina or Tennessee or Texas or Virginia or Wisconsin or West Virginia
RemoteFull Time
5+ YOE5+ years in client success or account management, enterprise account experience, strong executive presence, excellent communication, analytical and problem-solving skills, Bachelor’s degree required.
1mo
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Commercial Insurance Client Advisor
Oklahoma City, Oklahoma, United States
OnsiteFull Time
5+ YOE5+ years client-facing/business development experience required, commercial insurance experience required, property and casualty license required, strong sales/consultative skills, CRM and analytics proficiency, comfortable with on-site presence.
CRM
1d
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Client Consultant
Enid, Oklahoma, United States
$76k-$88k/yr FieldFull Time
Requires valid driver’s license, clean background check, willingness or possession of health & life license, bachelor’s degree or equivalent experience, strong communication and self-motivation.
CRM
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).
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.
2w
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Client Consultant
Oklahoma City, Oklahoma, United States
$125k/yr OnsiteFull Time
7+ YOE7+ years commercial lines insurance consulting experience preferred; property & casualty license required or obtainable; CPCU/CIC/CRIS/CRM/ARM preferred; strong analytical, presentation, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams
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.
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.
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.
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