Client Service Associate

BOK Financial Corporation; Scottsdale (AZ); On-site; USD 50,000 - 75,000; Full time

Job summary

BOK Financial Corporation in Scottsdale is seeking a Client Service Associate to serve as the first contact for high net worth client needs across banking, trust, brokerage, financial planning, and investment management. You will support Wealth Advisors and Bankers, addressing inquiries and resolving issues with thorough research.

The role emphasizes building client relationships, delivering best-in-class service, and collaborating with private wealth teams to ensure client satisfaction and

Qualifications

• Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.

Responsibilities

• Serve as the first point of contact for clients with high net worth portfolios.
• Directly communicate with the clients you support for any service needs on their portfolio.
• Develop relationships with your clients and bankers you support.
• Work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions.
• Perform research and communicate resolutions to your clients.

Skills

Client servicing

Relationship management

Communication

Problem solving

Education

Bachelor's degree + 3-4 years' experience or 8-9 years equivalent

Job description

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Client Service Associate

Location: Scottsdale -SCOTT

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 11/14/2026

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 Group is 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!
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.

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

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025