Customer Services & Operations Coordinator Cain, Cain & Janik, PLLCCustomer Services & Operations CoordinatorNorman, OK$20–$26 / hourResponsibilities: Manage front-office functions, Answer incoming calls, Greet clients and other guests to the office, Supporting day-to-day office administration, Facilitating client communications, Coordinating the progression of client matters through established workflows, Schedule Meetings, Ensuring administrative, scheduling, client communication, and file management tasks are completed accurately and on time. Success in this position requires strong organizational skills, attention to detail, professionalism, follow-through, and the ability to coordinate multiple priorities while maintaining a high level of client service.
Tax Manager JobotTax ManagerOklahoma City, OK$95,000–$115,000 / yearWe are a full-service public accounting and business advisory firm serving organizations and individuals throughout Oklahoma City and the surrounding region, delivering tailored solutions across tax planning and compliance, audit and assurance, consulting, business outsourcing, and wealth services. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Manager, Client Services NFP CorpManager, Client ServicesOklahoma City, OK$45,000–$65,000 / yearDynamic career opportunity for a mature, professional, caring, and attentive Client Services Manager to join our rapidly growing, independent wealth management/financial planning firm in Oklahoma City. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment.
Tax Manager - Private Client Services WeaverTax Manager - Private Client ServicesOklahoma City, OK$125,000–$191,000 / yearA Tax Manager works closely with firm leadership and plays a key role in business development and firm administration activities, including training and mentoring less-experienced team members. CPA with 5 or more years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesOklahoma City, OK$141,000–$290,000 / yearCPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Tax Senior Associate Or Supervisor - Private Client Services WeaverTax Senior Associate Or Supervisor - Private Client ServicesOklahoma City, OK$90,000–$143,000 / yearA Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.
Director of Client Services / Skilled Nursing / Long Term Care Pharmacy Services BrightSpring Health ServicesDirector of Client Services / Skilled Nursing / Long Term Care Pharmacy ServicesOklahoma City, OKDesired: related experience in pharmacy industrySkills/Knowledge• Required: Ability to present to all levels of management; excellent time-management skills; basic computer skills; advanced Microsoft Office proficiency; outstanding problem solving skills; experience in root cause analysis; able to collaborate cross-functionally; experience working within a team• Desired: Previous experience in a project management and client-facing customer service role; strong background in administrative management with the ability to manage multiple priorities and deadlines at once; strong experience in business writing. Engages with the C-Suite, Regional or Facility leadership to discuss Monthly/Quarterly Business Reviews and Pharmacy Optimization Services.• Oversees client issue escalation process and collaborates with key internal partners, elevating high level issues through the organization for complete resolution.
Supervisor, Client Services CoreLogic IncSupervisor, Client ServicesOklahoma City, OKCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Daily Supervision: Oversee the day-to-day operations of the technical services team, ensuring smooth workflows, optimal performance, and high-quality service delivery.
Supervisor, Client Services CoreLogicSupervisor, Client ServicesOklahoma City, OKCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Daily Supervision: Oversee the day-to-day operations of the technical services team, ensuring smooth workflows, optimal performance, and high-quality service delivery.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateYukon, OklahomaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Tax Director - Private Client Services WeaverTax Director - Private Client ServicesOklahoma City, OK$200,000–$300,000 / year9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts. A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
NewSupervisor, Client Services CotalitySupervisor, Client ServicesOklahoma City, OklahomaLeadership Experience: Prior experience as a Team Lead, Associate Manager, or an emerging leader with a strong track record of informal leadership and peer coaching in a customer-facing or operations environment. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateOklahoma, OK$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Treasury Client Services Prof III BOK Financial CorpTreasury Client Services Prof IIIOklahoma City, OKThis level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in banking and treasury client servicing or an equivalent combination of education and experience. As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends.
NewClient Service Manager GallagherClient Service ManagerOklahoma City, OklahomaFull timeWhether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. Partner with the Production team on renewals, help secure existing business, and look for ways to add coverage or services that match client needs.
NewWork From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateYukon, OklahomaGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorOklahoma City, OklahomaRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
Prescription Client Services Representative Community Action Agency of Oklahoma CityPrescription Client Services RepresentativeOklahoma City, Oklahoma$17.26Assist in developing and implementing the Agency’s Prescription Drug Referral Program in a manner that reflects our core values: collaborate as partners, compassion in action, supportive by nature, act with integrity, innovate with purpose, be community-centered, and pursue exceptional quality. Most work centers on serving clients, maintaining internet-based prescription drug referral databases, completing related paperwork, and demonstrating strong organizational skills.
Professional, Client Services CotalityProfessional, Client ServicesOklahoma City, OklahomaCotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world.
Remote Client Itinerary Services Advisor TriptasticadventuresRemote Client Itinerary Services AdvisorOklahoma City, OklahomaRemoteIn this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, transportation arrangements, and event-based services. This opportunity is an ideal role for those who are organized, communicate effectively, and are comfortable working independently in a remote environment while collaborating with a distributed team.