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Client Service Associate II

Dallas, TX, US

Req ID: 50400 

Areas of Interest: Administrative; Brokerage Services; Customer Service/Call Center; Investment Management; Investment Sales; Private Banking; Private Wealth Advisor; Wealth Management 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Client Service Associate II is an intermediate level position responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. Primarily responsible for administrative support to the Client Advisors, Bankers, Trust Officers, Financial Planners, and managers. Performs daily servicing activities with the goal of delivering superior client service.


  1. Interacts with internal and external clients, officers, vendors, and COIs via telephone, written communications, or meetings regarding problem resolution and account maintenance. Moderate level of decision making.  Serves as liaison between operational and support areas and clients. Performs research and communicates resolution of problem to clients such as account transactions and operational issues
  2. Provides direct technical support for officers in administration and management of client accounts, such as monitoring, reconciling and depositing, preparing complex disbursements from accounts, researching costs and providing accounting assistance; funding assets into and distributing assets from accounts. Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments and requests, loan advances, deposits, distributions, wire transfers, loan bookings, DDA transfers and receipts are processed accurately and timely; ensuring adequate cash positions in investment, brokerage and trust accounts
  3. General assistance in all aspects of account administration in accordance with governing instruments, tax and fiduciary law, applicable fiduciary accounting standards, and local probate code, consistent with BOKF policy. May initiate new loan requests and loan renewals. Establishes set-up and support such as: Preparation of correspondence, Developing original drafts for review and approval, Clear overdrafts and document uninvested cash, Review discretionary requests and set up discretionary payments, Verify fees, Systems training
  4. Utilizes company systems; looks up balances, daily entries; makes transfers between customer accounts and takes information for customer wires, and general sales information. Thorough knowledge and understanding of the following: Lending practices and policies, Loan documentation requirements and regulations, Brokered and managed investments, Securities movement and trust operations
  5. Thorough understanding of a multitude of software products and the ability to understand new applications. Maintains familiarity with the client base in order to provide high quality customer service and to ensure optimum marketing potential (e.g., answers incoming phone calls and responds to email regarding client inquiries). Ability to leverage Outlook to maintain calendars and set appointments. May meet with client to obtain signature and gather or deliver required documents


  • Thorough knowledge and understanding of banking practices and policies, including loan documentation requirements and regulations, and deposit account opening and regulations
  • Ability to deliver excellent customer relation skills providing superior service quality
  • Advanced organizational and time management skills, including the ability to handle multiple tasks simultaneously in a competent and professional manner
  • Self-directed and self-motivated individual with the ability to work in a team-oriented environment

This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience. Preferred: FINRA Series 7, 63, 65, 66 or 99 securities licenses, if required

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Call Center, Technical Support, Finance, Customer Service, Technology

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