Client Service Associate

Bonus Type

Summary

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

Job Description

The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private Wealth service.  This role supports banking, trust, and wealth advisory relationships across Private Wealth.  Candidates with prior trust client service and trust support experience will be especially well-positioned for success. 

Team Culture

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and foster an inclusive work environment built on trust, accountability, and mutual respect. We collaborate openly, value diverse perspectives, recognize quality work, and pursue excellence in everything we do.  

How You'll Spend Your Time

• You will serve as the primary point of contact for high net worth clients, delivering exceptional service and helping resolve a wide range of client needs.  
• You will build strong relationships with clients and partner closely with Private Bankers, Trust Officers, and Wealth Advisors to support the delivery of Private Wealth services. 
• You will partner closely with Trust Officers and clients to support trust relationship servicing, account maintenance activities, client requests, and ongoing relationship needs.
• You will research and resolve client inquiries, coordinate service requests, and communicate solutions in a timely and professional manner.
• You will support trust, banking, and wealth advisory relationships through account servicing activities including account openings, closings, transfers, cash movement, distributions, and other client service requests.
• You will collaborate with internal partners to ensure account activity is processed accurately and efficiently while helping deliver a best-in-class client experience.  
• You will identify opportunities to improve processes and contribute to a collaborative team environment focused on exceptional client service.  

Education & Experience Requirements

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 experience:

• Experience supporting Trust Officers, trust clients, or fiduciary relationships preferred.
• Experience in a trust, private wealth, banking, or wealth management environment.
• Experience working directly with high net worth clients.
• Experience coordinating client service requests, account maintenance activities, and operational support functions. 
• Ability to manage multiple priorities while delivering a high level of client service.  

Working Conditions & Physical Requirements