Client Service Associate
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Job Location:
Kansas City, KS - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Req ID:77540
Location:Overland Park -OVPK Kansas City -KSCY
Areas of Interest:Administrative; Investment Management; Private Banking; Wealth Management
Pay Transparency Salary Range:Not Available
Application Deadline:02/11/2026
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 banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.
Bonus Type
Summary
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 Youll 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 Bachelors degree with 3-4 years experience; or 8-9 years equivalent work-related experience.
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis 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 todayand 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.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
Apply online for jobs at BOK Financial - Bank Operations Jobs, Commercial Banking Jobs, Consumer Banking Jobs, Finance Jobs, Aministration Jobs, Human Resources Jobs, Information Technology Jobs, Mortgage Banking Jobs, Internal Audit Jobs, and more.
