Private Wealth Client Services Specialist

BOK Financial; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

BOK Financial seeks a Client Service Associate to be the first point of contact for high net worth clients across private wealth services, including banking, trust, brokerage, financial planning, and investment management.

You will support Wealth Advisors and Bankers, develop client relationships, and perform research to resolve inquiries, ensuring a best-in-class client experience across platforms.

Qualifications

• Experience in client service within wealth management or banking.
• Strong communication and problem-solving skills.
• Ability to research and resolve client inquiries across platforms.

Responsibilities

• Serve as first point of contact for high net worth clients.
• Support wealth advisors, bankers, and officers to deliver services.
• Develop client relationships and address inquiries.
• Perform research and communicate resolutions.

Skills

Client communication

Relationship building

Financial services

Education

Bachelor's degree

Job description

BOK Financial seeks a Client Service Associate to be the first point of contact for high net worth clients across private wealth services, including banking, trust, brokerage, financial planning, and investment management.

You will support Wealth Advisors and Bankers, develop client relationships, and perform research to resolve inquiries, ensuring a best-in-class client experience across platforms.