Client Service Associate
BOK Financial • Overland Park, KS18d • Onsite
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Client Service Associate
BOK Financial•Overland Park, KS
•Onsite
About The Position
The Client Service Associate (CSA) serves as the first point of contact for clients and works with Private Wealth Officers and high-net-worth clients across banking, trust, brokerage, financial planning, and investment management delivery platforms. The role develops client relationships, responds to inquiries, and researches and resolves service issues using various systems. The CSA also supports Wealth Advisors, Bankers, Trust Officers, and managers with technical duties to help provide a best-in-class client experience. The team emphasizes service, strong work ethic, doing the right thing, inclusion, accountability, dignity and respect, open communication, recognition of quality work, and pursuing excellence. BOK Financial describes itself as a stable and financially strong organization that provides training and development to support employees' long-term careers.
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 about service needs related to their portfolios.
- Develop relationships with clients and the bankers supported by the role.
- Work directly with Bankers, Trust Officers, and Financial Advisors, and recommend potential needs identified during client service interactions.
- Research client issues and communicate resolutions.
- Support Wealth Advisors, Bankers, Trust Officers, and managers with technical duties.
Benefits
- Training and development to support employees' long-term careers
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
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