Private Wealth Client Services Associate

BOK Financial Corporation; Colorado; On-site; USD 55,000 - 60,000; Full time

Job summary

BOK Financial Corporation in Colorado is seeking a Client Services Representative to support high net worth clients within the Private Wealth delivery platform, working closely with officers to deliver superior service.

You will manage relationships, respond to inquiries promptly, assist advisors with a range of tasks, and help with account setup and ongoing servicing.

This role emphasizes teamwork, professionalism, and a client-first mindset across a collaborative office environment.

Qualifications

• Bachelor’s Degree in Business or related field required.
• 3-4 years of directly related experience or 9-10 years equivalent experience.
• Strong client service orientation and professionalism.

Responsibilities

• Develop and maintain relationships with current clients and accounts.
• Promptly answer emails and calls, assist clients with tasks, collaborate with peers and management.
• Serve as the go-to for the Advisor team and provide sales support and client service.

Skills

Client relationship support

Private Banking

CRM software

Sales support

Communication skills

Time management

Team collaboration

Microsoft Office

Salesforce

Tamarac Advisor Xi

Education

Bachelor's Degree in Business or related field

Tools

Salesforce

Tamarac Advisor Xi

CRM software

Microsoft Office

Job description

BOK Financial Corporation in Colorado is seeking a Client Services Representative to support high net worth clients within the Private Wealth delivery platform, working closely with officers to deliver superior service.

You will manage relationships, respond to inquiries promptly, assist advisors with a range of tasks, and help with account setup and ongoing servicing.

This role emphasizes teamwork, professionalism, and a client-first mindset across a collaborative office environment.