Client Service Associate
BOK Financial•Phoenix, AZ
•Onsite
About The Position
The Client Service Associate serves as the first point of contact for clients with high-net-worth portfolios and supports Private Wealth Officers and clients across banking, trust, brokerage, financial planning, and investment management delivery platforms. The role develops client relationships, responds to inquiries, researches issues across various systems, and communicates resolutions. It also supports Wealth Advisors, Bankers, Trust Officers, and managers with technical duties to help provide a high-quality client experience.
Requirements
- Bachelor's degree with 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 about service needs related to their portfolios.
- Develop relationships with clients and the bankers supported by the role.
- Work 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.
- BOKF Performance Plan bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
