Private Wealth Client Services Specialist

BOK Financial Corporation; Denver (CO); On-site; USD 55,000 - 60,000; Full time

Job summary

BOK Financial Corporation is seeking a Client Services Representative to support the Private Wealth team and high net worth clients across the investment management delivery platform. The role emphasizes superior client service, collaboration with Advisors, and cross‑functional teamwork.

You will manage client relationships, assist with account setup, and provide sales support while leveraging CRM tools and office software.

Qualifications

• Bachelor's Degree in Business or related field and 3-4 years of directly related experience or 9-10 years of equivalent combination of education and experience.
• Experience supporting assigned clientele with an affinity for providing personalized service.
• Strong professional polish and excellent communication skills.
• Experience with custodians and contra firms is preferred.
• Intermediate knowledge of Microsoft Office and CRM software packages.

Responsibilities

• Maintain and develop relationships with current clients and their accounts and set up new accounts.
• Promptly answer emails and calls from clients and assist with a variety of tasks by leveraging resources and peers.
• Serve as the go-to for the Advisor team and provide sales support and client service.
• Act as an operational subject matter expert for the Financial Advisors.
• Partner with the team to be an extension of the advisors for client success.

Skills

Client relationship

Professional polish

Time management

Investment advisory

CRM experience

Sales support

Team collaboration

Communication skills

Microsoft Office

Salesforce

Tamarac Advisor Xi

Education

Bachelor's Degree in Business or related field

Tools

Salesforce

Tamarac Advisor Xi

Job description

BOK Financial Corporation is seeking a Client Services Representative to support the Private Wealth team and high net worth clients across the investment management delivery platform. The role emphasizes superior client service, collaboration with Advisors, and cross‑functional teamwork.

You will manage client relationships, assist with account setup, and provide sales support while leveraging CRM tools and office software.