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Senior Client Service Associate

2 months ago

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

BOK Financial is seeking a highly skilled 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
  • Develop and maintain deep relationships with clients to provide a best-in-class client experience.
  • Interact with internal and external clients, officers, vendors, and COIs to resolve complex problems and provide technical support.
  • Provide advanced account administration, including monitoring, reconciling, and researching costs, and providing accounting assistance.
  • Work closely with Private Wealth Officers and other team members to ensure seamless client service and support.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree and 5-8 years of experience in a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Strong analytical and problem-solving skills.
  • Proficiency in software applications and systems.
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.