Client Service Associate

MedStar Health; Fort Worth (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services company seeks a Client Service Associate in Fort Worth. The role involves ensuring excellent service for high net worth clients, conducting research, and collaborating with financial advisors to enhance client relationships. Ideal candidates should possess a Bachelor's degree with relevant experience and demonstrate strong communication and client management skills.

Qualifications

• Bachelor's degree with 3-4 years' experience or equivalent.
• Ability to develop client relationships and handle inquiries.

Responsibilities

• Serve as the first point of contact for high net worth clients.
• Communicate clients' service needs and perform research for resolutions.
• Work with Wealth Advisors and recommend further services.

Skills

Client Relationship Management

Communication Skills

Problem Resolution

Education

Bachelor's degree

Job description

Req ID:76597

Location:Fort Worth -FTWT

Areas of Interest:Private Banking; Administrative; Investment Management; Professional; Trust; Wealth Management

Pay Transparency Salary Range:Not Available

Application Deadline:07/01/2025

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type

BOKF Performance Plan (D02)

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 first point of contact to meet client needs and is 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. The CSA is responsible for developing relationships with clients and assisting clients with inquiries and problem resolution by performing research on various systems. The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors, Bankers, Trust Officers, and managers' efficacy through various technical duties.

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 ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

How You'll Spend Your Time

• You will serve as the first point of contact for clients with high net worth portfolios
• You will directly communicate with the clients you support for any service needs on their portfolio
• You will develop relationships with your clients and bankers you support
• You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions
• You will perform research and communicate resolutions to your clients

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.

Working Conditions & Physical Requirements

Office - 20 lbs

BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply todayand take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.

Please [e-mail] any questions.