Client Associate Jobs in Oklahoma
Client associate jobs in Oklahoma are consistently active, with demand concentrated in financial services, wealth management, and banking across the state's major metros. Oklahoma City and Tulsa account for the bulk of openings, where established employers like Edward Jones, Charles Schwab, and BOK Financial regularly staff client-facing associate roles at both entry and experienced levels. Support roles tied to investment advisory and brokerage operations represent the most in-demand specialties statewide. See the openings below and apply to the ones that match your experience.
Find Client Associate JobsOverview
Showing 5 of 8+ Client Associate jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:
37.5Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:
37.5See All 8 Client Associate Jobs in Oklahoma
Find roles in Oklahoma that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Oklahoma
Where Oklahoma roles are concentrated, by current openings.
Client Associate Job Market in Oklahoma
A snapshot from current Oklahoma openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Oklahoma Employers Look For
The qualifications that appear most often in client associate jobs across Oklahoma.
- Active FINRA Series 7 or Series 66 license, or willingness to obtain one
- Bachelor's degree in finance, business, or a related field preferred
- Demonstrated experience managing client relationships or supporting financial advisors
- Proficiency with CRM platforms and standard financial services software
- Strong written and verbal communication skills for client-facing interactions
- Ability to handle compliance documentation and regulatory reporting accurately
Client Associate Jobs in Oklahoma: Frequently Asked Questions
How do you become a client associate in Oklahoma?
Most client associate roles in Oklahoma require a bachelor's degree in finance, business, or economics along with FINRA licensing, typically the Series 7 and Series 66, which are obtained after employer sponsorship and passing the relevant exams administered by FINRA. Oklahoma does not have a state-specific license for this role, but candidates who complete their FINRA exams before applying have a clear edge at financial services firms throughout Oklahoma City and Tulsa.
Which companies hire client associates in Oklahoma?
Employers hiring client associates in Oklahoma right now include JPMorganChase, Bank of America, and UBS, based on current listings on Migrate Mate as of November 2026. Oklahoma's deep presence of regional banks, independent broker-dealers, and national wealth management firms headquartered or operating out of Oklahoma City and Tulsa makes it a consistent market for this role year-round.
Which Oklahoma cities have the most client associate jobs?
Oklahoma City, Tulsa, and Oklahoma lead the state in client associate openings. Oklahoma City drives volume through its concentration of regional bank headquarters, insurance companies, and financial advisory practices, while Tulsa's energy-sector wealth and established brokerage offices support strong ongoing demand, and suburban corridors like Edmond and Broken Arrow also attract openings tied to growing wealth management practices serving those communities.
Are there remote client associate jobs in Oklahoma?
Yes, but they're less common than in purely analytical roles because client associates regularly meet with advisors and clients in person. About 0% of client associate openings tied to Oklahoma are remote or hybrid as of November 2026, reflecting the role's client-facing nature. The tasks most likely to be done remotely include account documentation, CRM updates, and back-office administrative support rather than direct client meetings.
How can I get hired as a client associate in Oklahoma with little or no experience?
The most realistic entry path is applying to bank teller, personal banker, or financial services representative roles at Oklahoma institutions like BOK Financial, MidFirst Bank, or Arvest Bank, then moving into a client associate position after a year of client-facing work. Some firms in Oklahoma City and Tulsa also hire recent graduates directly into associate trainee programs while they complete FINRA licensing. A relevant internship and an in-progress Series 7 registration will meaningfully strengthen any entry-level application.
Where can I find and apply to client associate jobs in Oklahoma?
You can find and apply to client associate jobs in Oklahoma on Migrate Mate, which lists current openings across the state. Search the listings, identify the roles that fit your background and location, and apply directly to the ones that match.
See All 8 Client Associate Jobs in Oklahoma
Find roles in Oklahoma that match your experience and apply in just a few clicks.
Find Client Associate Jobs