Client Services Representative

BOK Financial Corporation; Denver (CO); On-site; USD 55,000 - 60,000; Full time

Job summary

BOK Financial Corporation is seeking a Client Services Representative to support the Private Wealth team and high net worth clients across the investment management delivery platform. The role emphasizes superior client service, collaboration with Advisors, and cross‑functional teamwork.

You will manage client relationships, assist with account setup, and provide sales support while leveraging CRM tools and office software.

Qualifications

• Bachelor's Degree in Business or related field and 3-4 years of directly related experience or 9-10 years of equivalent combination of education and experience.
• Experience supporting assigned clientele with an affinity for providing personalized service.
• Strong professional polish and excellent communication skills.
• Experience with custodians and contra firms is preferred.
• Intermediate knowledge of Microsoft Office and CRM software packages.

Responsibilities

• Maintain and develop relationships with current clients and their accounts and set up new accounts.
• Promptly answer emails and calls from clients and assist with a variety of tasks by leveraging resources and peers.
• Serve as the go-to for the Advisor team and provide sales support and client service.
• Act as an operational subject matter expert for the Financial Advisors.
• Partner with the team to be an extension of the advisors for client success.

Skills

Client relationship

Professional polish

Time management

Investment advisory

CRM experience

Sales support

Team collaboration

Communication skills

Microsoft Office

Salesforce

Tamarac Advisor Xi

Education

Bachelor's Degree in Business or related field

Tools

Salesforce

Tamarac Advisor Xi

Job description

Client Services Representative

Areas of Interest: Client Relationship Support; Private Banking

Pay Transparency Salary Range: $55,000 - $60,000

Application Deadline: 10/17/2026

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

Invest in your career with us! If you’re looking for a job that combines a passion for innovation, opportunities for growth, and a culture of teamwork, then you've come to the right place. If you enjoy being resourceful and executing complex tasks, then we have an exciting opportunity awaiting someone like you!

Job Description

The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have a focus on one of the four disciplines, depending on company needs. This position is focused on delivering superior client service; works under limited supervision.

Team Culture

We believe in one team, one goal. You will form relationships with your peers and develop a buddy system to help balance the workloads when necessary. Our camaraderie, shared decision making, and mutual respect for one another are what make us one big happy family. As stakeholders, all team members are encouraged to share ideas and best practices that will positively impact the bottom line.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

How You'll Spend Your Time

• You will maintain and develop relationships with current clients and their accounts as well as set up new accounts.
• You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and collaborating with peers and management.
• You will be the “go‑to” for your Advisor team.
• You will provide sales support, customer service and be the opertational subject matter expert for the Financial Advisors.
• You will partner with the team you support and become an extension of the advisors, which is critical for success.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’ Degree in Business or related field of study and 3-4 years of directly related experience or 9-10 years of equivalent combination of education and experience.

SKILLS:

• Experience supporting assigned clientele with an affinity for providing personalized service.
• Extraordinarily high degree of professional polish required.
• Excellent time management, multi-tasking, and follow up skills.
• Investment advisory firm experience highly desired.
• Experience working with custodians and contra firms preferred.
• Beginner to intermediate knowledge of investment products and the financial service industry.
• Self-directed and self-motivated individual with the ability to work in a team-oriented environment.
• Exceptional verbal and written communication skills.
• High attention to detail.
• Intermediate knowledge of Microsoft Office Suite and CRM software applications.
• Experience with Salesforce and Tamarac Advisor Xi preferred.

Working Conditions & Physical Requirements

Office

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!and 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.

Top 3 reasons to apply

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