Client Service Associate
BOK Financial•Overland Park, KS
•Onsite
About The Position
The Client Service Associate serves as the first point of contact for high-net-worth clients and works with Private Wealth Officers across banking, trust, brokerage, financial planning, and investment management platforms. The role develops client relationships, responds to inquiries, and researches issues across various systems to resolve client needs. It also supports Wealth Advisors, Bankers, Trust Officers, and managers through technical duties that 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 regarding 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 to clients.
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
