Client Service Associate
BOK Financial•Scottsdale, AZ
•Onsite
About The Position
The Client Service Associate (CSA) is the first point of contact for client needs and works with Private Wealth Officers and high-net-worth clients across banking, trust, brokerage, financial planning, and investment management. The role develops client relationships, responds to inquiries, researches issues across various systems, and communicates resolutions. The CSA also supports Wealth Advisors, Bankers, Trust Officers, and managers through technical duties that help ensure an excellent client experience.
Requirements
- Bachelor's degree and 3–4 years of experience, or 8–9 years of equivalent work-related experience.
Responsibilities
- Serve as the first point of contact for clients with high-net-worth portfolios.
- Communicate directly with supported clients regarding service needs for their portfolios.
- Develop relationships with clients and the Bankers supported.
- Work directly with Bankers, Trust Officers, and Financial Advisors, and recommend potential needs identified during client service interactions.
- Research client issues and communicate resolutions.
Benefits
- Training and development to support employees' long-term careers.
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What This Job Offers
Job Type
Full-time
