Client Service Associate

Overview

Summary

Position: Client Service Associate

Overland Park, KS, US, 66204 Kansas City, MO, US, 66012

Location: Overland Park
-OVPK, Kansas City
-KSCY

Areas of Interest: Administrative;
Investment Management;
Private Banking;
Wealth Management

Pay Transparency Salary Range: Not Available

Final date to receive applications: 02/11/2026

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. The CSA is responsible for developing relationships with clients and assisting clients with inquiries and problem resolution by performing research on various systems.

The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors, Bankers, Trust Officers, and managers’ efficacy through various technical duties.

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

• 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

This level of knowledge is normally acquired through completion of a Bachelor e2 e9s degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.

Office - 20 lbs

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!

Apply today and take the first step towards your next career opportunity!

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.

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
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024

Nearest Major Market: Overland Park

Nearest Secondary Market: Kansas City

Job Segment: Bank, Banking, Customer Service, Finance