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.
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Showing 4 of 6+ Client Associate jobs
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
See All 6 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, Stifel, and Sun Life, based on current listings on Migrate Mate as of September 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 Yukon 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 September 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 6 Client Associate Jobs in Oklahoma
Find roles in Oklahoma that match your experience and apply in just a few clicks.
Find Client Associate Jobs