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
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
1mo
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Client Services Associate - Account Manager Track
Edmond, Oklahoma, United States
$15-$18/hr OnsiteFull Time
Customer-focused individual to answer phones, greet clients, perform data entry, support account managers, learn insurance products, and pursue licensing; proficiency with Microsoft Office required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams
3w
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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
2w
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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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Treasury Client Svcs Professional II
Oklahoma City or Tulsa
OnsiteFull Time
3+ YOEProvide technical and operational support for DDA and treasury management products, handle legal/BSA/AML account documentation, troubleshoot systems, track issues in Salesforce, and build customer relationships; typically requires a bachelor’s degree plus 3-4 years operations/customer service experience or 7-8 years equivalent.
Salesforce, IMPACS, Microsoft Office, Microsoft Excel, Microsoft Word
1w
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Account Manager
Tennessee or South Carolina or Tulsa
RemoteFull Time
Manage client relationships, identify growth opportunities, support revenue expansion; high school diploma required, bachelor’s preferred; exposure to account growth preferred.
4w
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Quality Support Specialist (QSS) - Tulsa, OK
Tulsa or United States
$25-$30/hr FieldFull Time
3+ YOEHigh school diploma/GED and 3+ years field service experience. Proficient with Google Business Services and Microsoft Office. Strong communication, leadership, time management, mentoring, and client-facing skills; ability to drive and lift up to 50 lbs.
Google Mail, Google Drive, Google Docs, Google Sheets, Microsoft Word, Microsoft Excel
2w
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Relationship Manager
Edmond or Frisco
$70k-$85k/yr HybridFull Time
3+ YOE3+ years in staffing/account support or client services; HS diploma or GED required; experience with ATS/VMS/CRM; strong communication, organization, and client relationship skills.
ATS, VMS, CRM
2w
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Relationship Manager
Edmond or Frisco
$70k-$85k/yr HybridFull Time
3+ YOE3+ years in staffing/account support or client services; high school diploma/GED required; proficiency with ATS, VMS, CRM systems; strong communication, coordination, and client relationship skills.
ATS, VMS, CRM
1mo
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Case Manager - Adult Outpatient
Tulsa, Oklahoma, United States
$55k/yr HybridFull Time
1+ YOEBachelor's in social sciences required; 1+ years experience in community mental health or related settings preferred. Must obtain/hold Case Management certification, valid Oklahoma driver license, ability to travel and establish supportive relationships with clients.
1w
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Employment & Education Specialist-Individual Support
Tulsa, Oklahoma, United States
FieldFull Time
1+ YOEBachelor's in social services preferred; case management certificate required; valid Oklahoma driver license; minimum 1 year mental health care experience; skills in IPS/individual placement and support, employer engagement, and client advocacy.
1mo
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Branch Office Administrator - Bristow, OK
Bristow, Oklahoma, United States
OnsiteFull Time
Provide administrative and client support to financial advisors; strong client service, account management, attention to detail, adaptability, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
2w
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ICSI / Syndicated Breeding Coordinator & Office Administrator
Guthrie, Oklahoma, United States
OnsiteFull Time
Provide administrative support for equine breeding programs, maintain client and horse records in WiseOption, manage contracts and billing, support stallion/syndicate administration, and deliver high-quality customer service.
WiseOption, Microsoft Office
1mo
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Branch Office Administrator - Guthrie, OK
Guthrie, Oklahoma, United States
OnsiteFull Time
Strong client service, attention to detail, analytical thinking, and computer literacy; ability to manage accounts, perform administrative tasks, and support marketing and branch operations.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Employee Benefits Insurance Assistant
Tulsa, Oklahoma, United States
OnsiteFull Time
Training provided. Proficiency with Adobe Acrobat, Microsoft Outlook, Word, Publisher; advanced Microsoft Excel preferred. Ability to process enrollments/terminations, maintain client data in an agency management system, prepare enrollment materials, and support account managers.
Adobe Acrobat, Microsoft Outlook, Microsoft Word, Microsoft Publisher, Microsoft Excel, Agency Management System
2w
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Treasury Management Specialist II
Tulsa, Oklahoma, United States
OnsiteFull Time
Stride Bank: Provides commercial banking and fintech payment infrastructure.
3+ YOE3+ years treasury experience, responsible for onboarding, implementation, client support, creating agreements, coordinating training, and recognizing suspicious transactions.
4w
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Skills Development Professional
Perry, Oklahoma, United States
$20-$24/hr FieldFull Time
0.5+ YOERequires Case Management II certification OR combinations of education and behavioral health experience (HS + 36 months, 60 college credits + 12 months, or Bachelor's/Master's with 6 months). Must maintain certification, complete documentation, provide case management and crisis intervention, and support client transportation.
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