Client Service Associate I at BOK Financial in Tulsa, Oklahoma

Job Description:

Req ID:60234

Job Location:TulsaTulsaOK

Areas of Interest:Administrative; Commercial Banking, Business Banking; Consumer Lending; Lending; Private Banking; Trust; Wealth Management

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Base Salary Range

Bonus Type

Summary

If you are interested in a career in Private Wealth Management with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

About the Role

As a Client Service Associate I, you'll work with our officers and high-net-worth clients to provide a high level of support across all of our private wealth delivery platforms. Our clients, officers, and vendors will rely on your expertise for advanced customer service and technical support. You'll have a direct impact on our client's day-to-day experience with the organization.

What You Can Expect

You'll collaborate with business partners to provide administrative and technical support through account maintenance and operational transactions. You will understand the client account system's ins and outs and serve as the liaison between advanced technical resolution teams and our clients. Every client and situation is unique, meaning you'll face new and exciting challenges each day.

Team Culture

You will provide value by supporting and anticipating the clients' needs, delivering concierge-style customer service, and your satisfaction will come from the positive outcomes you provide due to your skillful problem solving and collaborative spirit across various business lines.

We understand everyone has different strengths and opportunities for growth, and we strive to have the right mix of competencies to get the most out of the team dynamic.

How You'll Spend Your Time

• You'll generate and prepare monthly reports and minutes as needed to ready the business line to meet regulatory compliance.


• You'll collaborate with internal business partners and our clients to perform account maintenance and problem resolution, escalating issues to supervisors when needed.


• You'll provide direct technical support to our Private Wealth officers in the opening and management of their client accounts.


• You'll support your team by inputting data into our CRM, generating client account applications, scanning documents, and performing financial planning case preparation.


• You'll create presentations and provide client meeting support for Officers while providing additional administrative duties, including processing expense reports, account distributions, court inventories, and accounting, exception clearing, and managing working interest insurance reporting.


• You'll use company systems and software to provide high-quality customer service to internal and external clients.

We'd Like to Talk to You

BANKING ACUMEN: Your knowledge of investment products and services, laws, and regulations will be beneficial in solving problems and making recommendations to our clients.

COMMUNICATION: You'll need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.

RELATIONSHIP BUILDER: You enjoy building relationships with internal and external clients.

INITIATIVE: You will need to identify what to do before being asked to do it and look at what's next to anticipate customer needs.

TECH SAVVY: Your computer skills will be put to the test by accessing multiple systems and learning our processes and procedures.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree with 1-2 year(s) experience; or 6-7 years equivalent work-related experience.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.