Head of Private Wealth Client Services

BOK Financial; Tulsa (OK); On-site; USD 180,000 - 280,000; Full time

Job summary

BOK Financial in Tulsa is seeking a Managing Director - Private Wealth Client Services to lead a team of Client Service Associates supporting our Private Banking group and high net worth clients.

You will set service strategies, drive efficiency, hire and coach staff, and oversee training, performance reviews, and disciplinary actions as needed, ensuring best-in-class concierge-style service.

Qualifications

• Bachelor’s degree and 15+ years in financial services with wealth management experience.
• Strong leadership and management skills.
• Excellent interpersonal, verbal and written communication.
• Customer service mindset and sales aptitude.
• Organizational skills to work under pressure with high-net-worth entities.

Responsibilities

• Manage and supervise a team of Client Services Associates supporting Private Wealth banking teams.
• Provide leadership in business strategies and create efficiencies for best-in-class service.
• Lead training development and oversee hiring, coaching, and performance reviews.
• Oversee workflow and service levels across the Private Wealth footprint and related duties.

Skills

Leadership

Client relationship management

Team supervision

Strategic planning

Mentoring

Education

Bachelor’s Degree

Job description

BOK Financial in Tulsa is seeking a Managing Director - Private Wealth Client Services to lead a team of Client Service Associates supporting our Private Banking group and high net worth clients.

You will set service strategies, drive efficiency, hire and coach staff, and oversee training, performance reviews, and disciplinary actions as needed, ensuring best-in-class concierge-style service.