Senior Client Services Representative

Bonus Type

Summary

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.

Job Description

The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have a focus on one of the four disciplines, depending on company needs. This position is focused on delivering superior client service; works under limited supervision.

Team Culture

Our team collaborates effectively to meet client objectives. We value everyone's perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients. Our environment is built to help people grow into their potential—at every stage of their career.

How You'll Spend Your Time

• You will manage daily client needs, including new accounts, asset transfers, and cash flow activities.
• You will use portfolio systems, CRM tools, and web-based applications to support client service.
• You will work with custodians and partner firms to resolve client issues and requests.
• You will create presentations and support Private Wealth Advisors during client meetings.
• You will assist with training and mentoring team members while sharing your knowledge and experience.
• You will provide advanced advisor support, recommend process improvements, and contribute to special projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’ Degree in Business or related field of study and ­­5-7 years of directly related experience ­­­­­­­­or 11-13 years of equivalent combination of education and experience.

• Experience supporting assigned clientele with an affinity for providing personalized service.
• Strong understanding of client services procedures and ability to assist team members.
• Extraordinarily high degree of professional polish required.
• Exceptional time management, multi-tasking, and follow up skills.
• Investment advisory firm, brokerage firm or banking experience.
• Experience working with custodians and contra firms.
• Intermediate knowledge of investment products and the financial service industry.
• Self-directed and self-motivated individual with the ability to work in a team-oriented environment.
• Exceptional verbal and written communication skills.
• Extraordinary attention to detail.
• Intermediate knowledge of Microsoft Office Suite and CRM software applications.
• Intermediate knowledge of Salesforce and Tamarac Advisor Xi.

Working Conditions & Physical Requirements