High-Net-Worth Client Service Associate

BOK Financial; Overland Park (KS); On-site; USD 65,000 - 95,000; Full time

Job summary

BOK Financial Corporation is seeking a Client Service Associate to serve high net worth clients across banking, trust, brokerage, financial planning, and investment management. You will be the first point of contact, build trusted relationships, and coordinate with Wealth Advisors, Bankers, and Trust Officers to deliver exceptional service.

The role requires a Bachelor's degree and 3–4 years of experience (or 8–9 years in equivalent work), strong communication, research skills, and a

Qualifications

• Bachelor's degree with 3–4 years of experience; or 8–9 years equivalent work-related experience.
• Experience serving high net worth clients is preferred.
• Strong communication, research, and client-service skills are essential.

Responsibilities

• Serve as the first point of contact for clients with high net worth portfolios.
• Communicate with clients and bankers to address service needs on their portfolios.
• Develop relationships with clients and the bankers you support.
• Collaborate with Wealth Advisors, Bankers, and Trust Officers to identify potential needs during service interactions.
• Perform research and communicate resolutions to clients.

Skills

Client relationship

Communication

Research

Problem resolution

Education

Bachelor's degree

Job description

BOK Financial Corporation is seeking a Client Service Associate to serve high net worth clients across banking, trust, brokerage, financial planning, and investment management. You will be the first point of contact, build trusted relationships, and coordinate with Wealth Advisors, Bankers, and Trust Officers to deliver exceptional service.

The role requires a Bachelor's degree and 3–4 years of experience (or 8–9 years in equivalent work), strong communication, research skills, and a