Private Wealth Client Services Associate

BOK Financial Corporation; Tulsa (OK); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Career advancement opportunities

Job summary

BOK Financial Corporation is looking for a Client Service Associate in Tulsa. In this role, you will serve as the first point of contact for high net worth clients, assisting with inquiries and relationship management. You will collaborate with Private Wealth Officers and other financial professionals to ensure the best client experience.

Successful candidates should possess a Bachelor's degree and relevant experience. The company values teamwork and accountability, offering a dynamic work environment with opportunities for growth.

Qualifications

• 3-4 years of experience in a client-facing role.
• Strong communication skills for client interactions.
• Ability to develop and maintain client relationships.

Responsibilities

• Serve as the first point of contact for high net worth clients.
• Assist clients with inquiries and problem resolution.
• Develop relationships with clients and Bankers.

Skills

Client Relationship Management

Problem Resolution

Communication Skills

Team Collaboration

Education

Bachelor's degree

Job description

BOK Financial Corporation is looking for a Client Service Associate in Tulsa. In this role, you will serve as the first point of contact for high net worth clients, assisting with inquiries and relationship management. You will collaborate with Private Wealth Officers and other financial professionals to ensure the best client experience.

Successful candidates should possess a Bachelor's degree and relevant experience. The company values teamwork and accountability, offering a dynamic work environment with opportunities for growth.