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Senior Client Service Associate
2 months ago
BOK Financial is seeking a highly skilled Senior Client Service Associate to join our Private Wealth team. As a key member of our servicing group, you will be responsible for delivering exceptional client experiences and providing expert support to our high net worth clients.
Key Responsibilities- Client Relationship Management: Develop and maintain deep relationships with our most complex Private Wealth clients, providing personalized support and guidance to help them achieve their financial goals.
- Technical Support: Provide advanced technical support to our Private Wealth Officers and clients, including account administration, research, and problem resolution.
- Process Improvement: Identify opportunities to improve our processes and procedures, working with our management team to implement changes that enhance the client experience.
- Training and Development: Serve as a subject matter expert and provide training to other team members on Private Wealth systems and processes.
- Team Collaboration: Foster a collaborative environment and work closely with our Private Wealth team to ensure seamless delivery of services to our clients.
To be successful in this role, you will need:
- A Bachelor's degree and 5-8 years of experience in a related field, or 12-15 years of equivalent work-related experience.
- Advanced knowledge of Private Wealth systems and processes.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
BOK Financial is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of our employees. We are committed to creating value for our clients, investors, employees, and communities through our diverse, personalized, and responsive fee-based services and innovative products.
