Wealth Client Services Advisor

BOK Financial; Tulsa (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

BOK Financial is seeking a Client Service Associate in Tulsa, Oklahoma. This role acts as the first point of contact for high net worth clients, developing relationships and assisting with inquiries.

The ideal candidate will have a Bachelor's degree and relevant experience, handling client portfolio needs and ensuring a best-in-class client experience. Candidates should possess strong communication and problem-solving skills.

Qualifications

• Bachelor's degree with 3-4 years' experience or 8-9 years' equivalent work-related experience.
• Strong communication skills to effectively support clients.

Responsibilities

• Serve as the first point of contact for clients with high net worth portfolios.
• Communicate directly with clients for service needs on their portfolio.
• Develop relationships with clients and bankers.

Skills

Client relationship management

Communication

Problem resolution

Education

Bachelor's degree

Job description

BOK Financial is seeking a Client Service Associate in Tulsa, Oklahoma. This role acts as the first point of contact for high net worth clients, developing relationships and assisting with inquiries.

The ideal candidate will have a Bachelor's degree and relevant experience, handling client portfolio needs and ensuring a best-in-class client experience. Candidates should possess strong communication and problem-solving skills.