Client Service Associate

BOK Financial Corporation; Tulsa (OK); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Career advancement opportunities

Job summary

BOK Financial Corporation is looking for a Client Service Associate in Tulsa. In this role, you will serve as the first point of contact for high net worth clients, assisting with inquiries and relationship management. You will collaborate with Private Wealth Officers and other financial professionals to ensure the best client experience.

Successful candidates should possess a Bachelor's degree and relevant experience. The company values teamwork and accountability, offering a dynamic work environment with opportunities for growth.

Qualifications

• 3-4 years of experience in a client-facing role.
• Strong communication skills for client interactions.
• Ability to develop and maintain client relationships.

Responsibilities

• Serve as the first point of contact for high net worth clients.
• Assist clients with inquiries and problem resolution.
• Develop relationships with clients and Bankers.

Skills

Client Relationship Management

Problem Resolution

Communication Skills

Team Collaboration

Education

Bachelor's degree

Job description

Client Service Associate

Location: Tulsa -TUL

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 07/30/2026

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

EEO Statement

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.

Company Facts

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.8 billion in assets*
• $123.6 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
• *At March 31, 2026

Additional Information

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Customer Service, Finance