Financial Services Client Associate

Alliance Atlantic Partners; Oklahoma City (OK); On-site; USD 40,000 - 50,000; Full time

Job summary

Alliance Atlantic Partners in Oklahoma City, OK is seeking a Retail Assistant in a full-time role within financial services and investment management. The position offers a salary between $40,000 and $50,062 per year, with open status until 11/23/2026.

TheRetail Assistant will deliver exceptional customer service, handle client inquiries, maintain records, and support smooth retail operations in a team-based environment.

Qualifications

• High school diploma or equivalent is required.
• Previous experience in a customer service or retail environment is preferred.
• Strong communication and interpersonal skills are essential.
• Attention to detail and accuracy in record-keeping is required.
• Ability to work well in a team environment.
• Basic computer skills and proficiency in Microsoft Office.

Responsibilities

• Assist clients with their financial inquiries and provide accurate information.
• Maintain and update client records and databases.
• Process client transactions and ensure accuracy.
• Collaborate with the team to achieve departmental goals.
• Assist in the organization and preparation of client materials.
• Follow up with clients to ensure their satisfaction and address any concerns.

Skills

Customer service

Retail experience

Strong communication

Interpersonal skills

Attention to detail

Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Alliance Atlantic Partners in Oklahoma City, OK is seeking a Retail Assistant in a full-time role within financial services and investment management. The position offers a salary between $40,000 and $50,062 per year, with open status until 11/23/2026.

TheRetail Assistant will deliver exceptional customer service, handle client inquiries, maintain records, and support smooth retail operations in a team-based environment.