Senior Client Services Representative

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

Job summary

BOK Financial Corporation is seeking a Senior Client Services Representative to support high net worth clients across the Private Wealth platform. This role focuses on delivering exceptional service, working with officers, and coordinating onboarding, transfers, and cash flow.

The ideal candidate holds a Bachelor’s in Business or related field and 5–7 years of experience in investment or banking, with strong CRM/Salesforce and Tamarac Advisor Xi skills.

Qualifications

• Bachelor’s Degree in Business or related field and 5–7 years of directly related experience or 11–13 years of equivalent education/experience.
• Experience supporting assigned clientele with an affinity for providing personalized service.
• Strong understanding of client services procedures and ability to assist team members.
• Exceptional time management, multi-tasking, and follow up skills.
• Investment advisory, brokerage or banking experience.

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.
• Work with custodians and partner firms to resolve client issues and requests.
• Create presentations and support Private Wealth Advisors during client meetings.
• Assist with training and mentoring team members while sharing knowledge and experience.
• Provide advanced advisor support, recommend process improvements, and contribute to special projects.

Skills

Client relationship support

Wealth management

Time management

Multi-tasking

Follow up skills

Education

Bachelor’s Degree in Business or related field

Tools

Salesforce

Tamarac Advisor Xi

CRM software applications

Job description

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Senior Client Services Representative

Areas of Interest: Client Relationship Support; Wealth Management

Pay Transparency Salary Range: $70,000 - $85,000

Application Deadline: 09/20/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

BOKF Performance Plan (D02)

Summary

Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.

Job Description

The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have a focus on one of the four disciplines, depending on company needs. This position is focused on delivering superior client service; works under limited supervision.

Team Culture

Our team collaborates effectively to meet client objectives. We value everyone's perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients. Our environment is built to help people grow into their potential—at every stage of their career.

How You'll Spend Your Time

• You will manage daily client needs, including new accounts, asset transfers, and cash flow activities.
• You will use portfolio systems, CRM tools, and web-based applications to support client service.
• You will work with custodians and partner firms to resolve client issues and requests.
• You will create presentations and support Private Wealth Advisors during client meetings.
• You will assist with training and mentoring team members while sharing your knowledge and experience.
• You will provide advanced advisor support, recommend process improvements, and contribute to special projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’ Degree in Business or related field of study and 5-7 years of directly related experience or 11-13 years of equivalent combination of education and experience.

• Experience supporting assigned clientele with an affinity for providing personalized service.
• Strong understanding of client services procedures and ability to assist team members.
• Extraordinarily high degree of professional polish required.
• Exceptional time management, multi-tasking, and follow up skills.
• Investment advisory firm, brokerage firm or banking experience.
• Experience working with custodians and contra firms.
• Intermediate knowledge of investment products and the financial service industry.
• Self-directed and self-motivated individual with the ability to work in a team-oriented environment.
• Exceptional verbal and written communication skills.
• Extraordinary attention to detail.
• Intermediate knowledge of Microsoft Office Suite and CRM software applications.
• Intermediate knowledge of Salesforce and Tamarac Advisor Xi.

Working Conditions & Physical Requirements

Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Customer Service Representative, CRM, Bank, Banking, Customer Service, Technology, Finance