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Client Service Specialist

Tulsa, OK, US

Req ID: 65756 

Job Location: Tulsa Tulsa OK 

Areas of Interest: Administrative; Investment Sales 

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.                  .

Bonus Type

Formula Based


Invest in your career with us! If you’re looking for a job that combines a passion for innovation, opportunities for growth, and a culture of teamwork, then you've come to the right place. If you enjoy being resourceful and executing complex tasks, then we have an exciting opportunity awaiting someone like you! 

About the Role

As a Client Services Specialist, you will support multiple Financial Advisors’ books of business to ensure client satisfaction. You’ll have ample resources available, and you will be able to collaborate with a group of Client Services Specialists across our markets to share best practices.

You will work on account openings, account maintenance, and a variety of money movement options, including ACH wires, check requests, and trades. You will communicate with clients and internal partners through a variety of methods.  You will schedule appointments.

What You Can Expect

You will provide the Financial Advisors with sales support and focus on operational tasks and customer service and be a subject matter expert in multiple areas and be the “go-to” for your Advisor team.

You will build and deepen connections with clients through personalized marketing, including milestone events, and scheduling client conversations. You will have autonomy and flexibility to accomplish your tasks efficiently in a fast-paced environment.

You will report to an Operations Manager, giving you the unique opportunity to work on improving efficiencies and evaluating processes. You can provide input and make changes in policies and procedures.

Team Culture

We believe in one team, one goal. You will form relationships with your peers and develop a buddy system to help balance the workloads when necessary.  Our camaraderie, shared decision making, and mutual respect for one another are what make us one big happy family. As stakeholders, all team members are encouraged to share ideas and best practices that will positively impact the bottom line.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

How You'll Spend Your Time

  • You will maintain current client accounts, update registrations, and set up new accounts. 
  • You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and collaborating with peers and management. 
  • Organization is critical to success in this role.  You will use an agile approach to your workday and prioritize multiple daily tasks.
  • You will provide updates to the advisors and your managers on account statuses and requests. Follow through and follow up on tasks are imperative.
  • You will partner with the team you support and become an extension of the advisors, which is critical for success. 

We'd Like to Talk to You

COMMUNICATION:  You’ll need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.

DETAIL ORIENTED:  Your attention to detail and accuracy are critical in this role to ensure seamless support for all parties involved.

ORGANIZATION:  You will need to be efficient in handling multiple requests and prioritizing your work.

MARKETING SAVVY:  Marketing, social media savvy, and business development will help us position ourselves to compete within the industry.

COLLABORATION:  You enjoy working in teams and across departments with a proficiency to follow-up and follow-through.

RELATIONSHIP BUILDER:  You relate to any audience and build trust by leveraging strong interpersonal skills and a high level of integrity.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and ­­3-4 years of directly related experience in ­­­­­­­­­­­­investment sales/operations or 5-7 years equivalent combination of education and experience.

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.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.


BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.


  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Bank, Banking, Customer Service, Finance

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