Private Wealth Client Services Specialist

BOK Financial; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

BOK Financial is seeking a Client Services Representative to work with The Private Wealth officers and high net worth clients across the investment management delivery platform. The role focuses on delivering superior client service with limited supervision, and may emphasize one of four disciplines depending on company needs.

You will maintain client relationships, respond to inquiries, and provide sales support while collaborating with peers and management. A teamwork-oriented culture awaits.

Qualifications

• Bachelor's degree in Business or related field and 3–4 years of directly related experience or 9–10 years of equivalent combination.
• Experience supporting assigned clientele with a focus on personalized service.
• Experience with custodians and contra firms preferred.
• Strong written and verbal communication, high attention to detail.

Responsibilities

• Maintain and develop relationships with current clients and accounts and set up new ones.
• Promptly answer client emails and calls; assist clients with tasks using available resources and peers.
• Serve as the go-to for the Advisor team.
• Provide sales support and become the operational subject matter expert for Financial Advisors.
• Partner with the team and act as an extension of the advisors.

Skills

Client service

Professional polish

Time management

Investment knowledge

CRM software

Sales support

Team collaboration

Written communication

Attention to detail

Microsoft Office

Salesforce

Tamarac Advisor Xi

Education

Bachelor's Degree in Business

Tools

Salesforce

Tamarac Advisor Xi

Microsoft Office Suite

Job description

BOK Financial is seeking a Client Services Representative to work with The Private Wealth officers and high net worth clients across the investment management delivery platform. The role focuses on delivering superior client service with limited supervision, and may emphasize one of four disciplines depending on company needs.

You will maintain client relationships, respond to inquiries, and provide sales support while collaborating with peers and management. A teamwork-oriented culture awaits.