Share this Job
Apply now »

IW Trust Associate

Dallas, TX, US

Req ID: 63681 

Job Location: Dallas Dallas TX 

Areas of Interest: Corporate Trust 

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


You place great value in relationship management and interacting with large, complex or high profile clients. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Senior Trust Associate.

About the Role

As a Senior Trust Associate you will be primarily responsible for managing and overseeing the services delivered to Institutional Wealth Clients. You’ll partner with the Relationship Manager to analyze and develop solutions for extremely complex accounts.

What You Can Expect

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Each day will bring variety. You will work as a team and know the regulations and requirements to solve client issues. You will analyze, evaluate and recommend solutions for complex clients. You will face many challenges and critical thinking is very important. You will be part of a team that ensures that the bank is protected.

Team Culture

We live our company values every day. Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together.

We act with honor and truthfulness. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships.

How You'll Spend Your Time

  • You will work to problem solve with large client accounts and serve as a liaison between Wealth Management services and the client
  • You will perform complex research and deliver solutions to clients.
  • You’ll interact with clients, plan participants, auditors, attorneys, investment managers and accountants for problem resolution and account maintenance
  • You will research and resolve any issues related to retirement planning  
  • You’ll serve as backup to the Relationship Manager in any absence
  • You will attend meetings with clients and prepare and present information.
  • You will be responsible for all detailed account documentation
  • You will work in excel, Microsoft Office and company software

We'd Like to Talk to You

DETAIL ORIENTED: You will follow our established standards and have good judgment so you can escalate situations when appropriate. A passion for doing the job right the first time brings us joy. Accuracy, follow up and follow-through are vital for this role. 

PROBLEM SOLVER: Because every day is different, you must be a problem solver and self-starter. There are so many pieces of the puzzle to keep track of. The complexity of problems to solve will increase as your experience does. 

CUSTOMER ORIENTATION: Efficiency, accuracy, and self-motivation are critical in this role. You will work in a fast-paced, challenging, and exciting environment.  At times, you'll work independently and others as part of the team.

RELATIONSHIP BUILDER: 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 and 3-5 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.

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 recruiting_coordinators@bokf.com 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: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Relationship Manager, Finance, Customer Service

Apply now »