Client Service Associate

BOK Financial; Tulsa (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

BOK Financial is seeking a Client Service Associate in Tulsa, Oklahoma. This role acts as the first point of contact for high net worth clients, developing relationships and assisting with inquiries.

The ideal candidate will have a Bachelor's degree and relevant experience, handling client portfolio needs and ensuring a best-in-class client experience. Candidates should possess strong communication and problem-solving skills.

Qualifications

• Bachelor's degree with 3-4 years' experience or 8-9 years' equivalent work-related experience.
• Strong communication skills to effectively support clients.

Responsibilities

• Serve as the first point of contact for clients with high net worth portfolios.
• Communicate directly with clients for service needs on their portfolio.
• Develop relationships with clients and bankers.

Skills

Client relationship management

Communication

Problem resolution

Education

Bachelor's degree

Job description

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.

Responsibilities

• 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

Equal Employment Opportunity 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.