Wealth Client Services Associate (HNWI)

BOK Financial Corporation; Scottsdale (AZ); Sur place; USD 50 000 - 75 000; Plein temps

Résumé du poste

BOK Financial Corporation in Scottsdale is seeking a Client Service Associate to serve as the first contact for high net worth client needs across banking, trust, brokerage, financial planning, and investment management. You will support Wealth Advisors and Bankers, addressing inquiries and resolving issues with thorough research.

The role emphasizes building client relationships, delivering best-in-class service, and collaborating with private wealth teams to ensure client satisfaction and

Qualifications

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

Responsabilités

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

Connaissances

Client servicing

Relationship management

Communication

Problem solving

Formation

Bachelor's degree + 3-4 years' experience or 8-9 years equivalent

Description du poste

BOK Financial Corporation in Scottsdale is seeking a Client Service Associate to serve as the first contact for high net worth client needs across banking, trust, brokerage, financial planning, and investment management. You will support Wealth Advisors and Bankers, addressing inquiries and resolving issues with thorough research.

The role emphasizes building client relationships, delivering best-in-class service, and collaborating with private wealth teams to ensure client satisfaction and