Client Service Associate
About The Position
The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private Wealth service. This role supports banking, trust, and wealth advisory relationships across Private Wealth. Candidates with prior trust client service and trust support experience will be especially well-positioned for success. A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.
Requirements
- Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.
- Ability to manage multiple priorities while delivering a high level of client service.
Nice To Haves
- Experience supporting Trust Officers, trust clients, or fiduciary relationships preferred.
- Experience in a trust, private wealth, banking, or wealth management environment.
- Experience working directly with high net worth clients.
- Experience coordinating client service requests, account maintenance activities, and operational support functions.
Responsibilities
- Serve as the primary point of contact for high net worth clients, delivering exceptional service and helping resolve a wide range of client needs.
- Build strong relationships with clients and partner closely with Private Bankers, Trust Officers, and Wealth Advisors to support the delivery of Private Wealth services.
- Partner closely with Trust Officers and clients to support trust relationship servicing, account maintenance activities, client requests, and ongoing relationship needs.
- Research and resolve client inquiries, coordinate service requests, and communicate solutions in a timely and professional manner.
- Support trust, banking, and wealth advisory relationships through account servicing activities including account openings, closings, transfers, cash movement, distributions, and other client service requests.
- Collaborate with internal partners to ensure account activity is processed accurately and efficiently while helping deliver a best-in-class client experience.
- Identify opportunities to improve processes and contribute to a collaborative team environment focused on exceptional client service.
Benefits
- Excellent training and development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
