Private Wealth Client Services Associate

BOK Financial; Denver (CO); On-site; USD 65,000 - 75,000; Full time

Job summary

BOK Financial is seeking a Client Service Associate in Denver, CO to serve as the primary point of contact for high net worth clients and support Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private Wealth service.

This role supports banking, trust, and wealth advisory relationships across Private Wealth. Candidates with prior trust client service and trust support experience will be well-positioned for success.

Qualifications

• Bachelor's degree plus 3–4 years of experience, or 8–9 years equivalent.
• Experience supporting Trust Officers or fiduciary relationships preferred.
• Experience in trust, private wealth, banking, or wealth management.
• Ability to manage multiple priorities while delivering high level of client service.

Responsibilities

• You will serve as the primary point of contact for high net worth clients, delivering exceptional service and helping resolve a wide range of client needs.
• You will build strong relationships with clients and partner closely with Private Bankers, Trust Officers, and Wealth Advisors to support the delivery of Private Wealth services.
• You will partner closely with Trust Officers and clients to support trust relationship servicing, account maintenance activities, client requests, and ongoing relationship needs.
• You will research and resolve client inquiries, coordinate service requests, and communicate solutions in a timely and professional manner.
• You will support trust, banking, and wealth advisory relationships through account servicing activities including account openings, closings, transfers, cash movement, distributions, and other client service requests.
• You will collaborate with internal partners to ensure account activity is processed accurately and efficiently while helping deliver a best-in-class client experience.
• You will identify opportunities to improve processes and contribute to a collaborative team environment focused on exceptional client service.

Skills

Client service

Relationship building

High net worth experience

Education

Bachelor's degree with 3–4 years experience

Experience in trust/private wealth/banking/wealth management

Job description

BOK Financial is seeking a Client Service Associate in Denver, CO to serve as the primary point of contact for high net worth clients and support Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private Wealth service.

This role supports banking, trust, and wealth advisory relationships across Private Wealth. Candidates with prior trust client service and trust support experience will be well-positioned for success.