Senior Client Services Associate – Wealth Management

BOK Financial; Dallas (TX); On-site; USD 70,000 - 85,000; Full time

Job summary

BOK Financial’s Wealth Management team seeks a Client Services Representative to support high-net-worth clients and officers across the investment management platform. The role emphasizes superior service under limited supervision and requires collaboration with advisors and custodians.

Ideal candidates hold a business degree and 5–7 years of related experience, with strong communication, time management, and CRM skills to deliver personalized service and drive client satisfaction.

Qualifications

• Bachelor’s degree in Business or related field.
• 5-7 years of directly related client services experience or 11-13 years of combined education/experience.
• Experience supporting assigned clientele with personalized service.
• Strong understanding of client services procedures and teamwork.
• Excellent verbal and written communication; high attention to detail.

Responsibilities

• Manage daily client needs, including new accounts, asset transfers, and cash flow activities.
• Use portfolio systems, CRM tools, and web-based applications to support client service.
• Collaborate with custodians and partner firms to resolve client issues.
• Create presentations and support Private Wealth Advisors during client meetings.
• Assist with training and mentoring team members and share knowledge.
• Provide advanced advisor support and contribute to special projects.

Skills

Client services

Communication skills

Time management

CRM software

Salesforce

Tamarac Advisor Xi

Education

Bachelor's Degree in Business or related field

Tools

Microsoft Office Suite

CRM software

Salesforce

Tamarac Advisor Xi

Job description

BOK Financial’s Wealth Management team seeks a Client Services Representative to support high-net-worth clients and officers across the investment management platform. The role emphasizes superior service under limited supervision and requires collaboration with advisors and custodians.

Ideal candidates hold a business degree and 5–7 years of related experience, with strong communication, time management, and CRM skills to deliver personalized service and drive client satisfaction.