Client Service Associate
3 weeks ago
Client Service Associate A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Job Description 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. Team Culture 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. How You'll Spend Your Time 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 & Experience Requirements 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. Working Conditions & Physical Requirements 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. Please contact recruiting_coordinators@bokf.com with any questions.
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Financial Client Service Associate
3 weeks ago
Tulsa, United States Seres Smith Consulting Full timeFinancial Client Service Associate Full-Time | On-Site Position Summary We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings...
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Financial Client Service Associate
1 week ago
Tulsa, United States Seres Smith Consulting Full timeFinancial Client Service Associate Full-Time | On-Site Position Summary We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings...
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Client Service Associate
4 days ago
Tulsa, OK, United States BOK Financial Full timeReq ID:77145 Location:Tulsa -TUL Areas of Interest:Wealth Management Pay Transparency Salary Range:Not Available Application Deadline:01/09/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...
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Client Service Associate
2 weeks ago
Tulsa, OK, United States BOK Financial Full timeReq ID: 77145 Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 01/09/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...
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Client Service Associate
1 week ago
Tulsa, OK, United States BOK Financial Full timeReq ID: 77145 Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 01/09/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...
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Financial Client Service Associate
2 weeks ago
Tulsa, OK, United States Seres Smith Consulting Full timeFinancial Client Service AssociateFull-Time | On-SitePosition Summary We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings...
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Financial Client Service Associate
7 days ago
Tulsa, OK, United States Seres Smith Consulting Full timeFinancial Client Service AssociateFull-Time | On-SitePosition Summary We are seeking a Financial Client Service Associate to support investment operations, client service, and account administration. This role is a key member of the investment team and is responsible for ensuring a seamless and high-quality client experience. The ideal candidate brings...
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Franchise/Programs Client Service Associate
4 weeks ago
Tulsa, United States Gallagher Full timeFranchise/Programs Client Service Associate Join to apply for the Franchise/Programs Client Service Associate role at Gallagher 3 days ago Be among the first 25 applicants At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, theyre free to grow, lead, and innovate. Youll be backed by our digital...
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Franchise/Programs Client Service Associate
4 weeks ago
Tulsa, United States Arthur J. Gallagher & Co. Full timeGallagher Job Opportunity At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and...
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Franchise/Programs Client Service Associate
4 weeks ago
Tulsa, United States Arthur J Gallagher & Co Full timeGallagher Job OpportunityAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and...
