Client Service Associate

Client Service Associate – BOK Financial

Location: Scottsdale, AZ and Albuquerque, NM

Job Summary: A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with an amazing, energetic team and a company dedicated to your success, growth, and advancement.

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 develops relationships with clients and assists them with inquiries and problem resolution by performing research on various systems.

The CSA supports Wealth Advisors, Bankers, Trust Officers, and managers’ efficacy through various technical duties.

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

Office environment, involves lifting up to 20 lbs.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building long‑term careers of employees. Our team culture is built on service, integrity, teamwork, inclusivity, accountability, dignity and respect, and pursuit of excellence.

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.

Please contact rec with any questions. Apply today and take the first step towards your next career opportunity!