Wealth Client Services Advisor

BOK Financial Corporation; Overland Park (KS); On-site; USD 55,000 - 85,000; Full time

Job summary

BOK Financial Corporation invites applicants for a Client Service Associate in Overland Park to act as the first point of contact for high net worth clients across banking, trust, brokerage, and wealth planning platforms.

You will support Wealth Advisors and Bankers, research inquiries, and resolve client issues while fostering strong relationships and a superior client experience.

This role emphasizes teamwork, accuracy, and proactive client service in a private wealth environment.

Qualifications

• This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.

Responsibilities

• You will serve as the first point of contact for clients with high net worth portfolios.
• You will directly communicate with the clients you support for any service needs on their portfolio.
• You will develop relationships with your clients and bankers you support.
• You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions.
• You will perform research and communicate resolutions to your clients.

Education

Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.

Job description

BOK Financial Corporation invites applicants for a Client Service Associate in Overland Park to act as the first point of contact for high net worth clients across banking, trust, brokerage, and wealth planning platforms.

You will support Wealth Advisors and Bankers, research inquiries, and resolve client issues while fostering strong relationships and a superior client experience.

This role emphasizes teamwork, accuracy, and proactive client service in a private wealth environment.