Senior Client Service Associate

5 days ago


Scottsdale, Arizona, United States BOK Financial Full time
About the Role

BOK Financial is seeking a highly skilled and experienced Senior Client Service Associate to join our Private Wealth team. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net worth clients.

Key Responsibilities
  • Client Relationship Management: Develop and maintain deep relationships with our clients, providing personalized service and support to meet their complex financial needs.
  • Technical Support: Provide advanced technical support to our clients, including account administration, research, and problem resolution.
  • Process Improvement: Identify opportunities for process improvements and work with management to implement changes that enhance the client experience.
  • Team Collaboration: Collaborate with internal teams, including Wealth Advisors, Bankers, and Trust Officers, to ensure seamless delivery of services to our clients.
  • Market Expertise: Serve as a subject matter expert on Private Wealth systems and processes, providing training and guidance to other team members.
Requirements

To be successful in this role, you will need:

  • Advanced Degree: A Bachelor's degree or equivalent work experience.
  • Industry Experience: 5-8 years of experience in a related field, preferably in Private Wealth or a similar industry.
  • Technical Skills: Proficiency in software products and systems related to Private Wealth, including account administration and research tools.
About BOK Financial

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.



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