Client Service Associate

Job description

Req ID: 77932 Location: Houston -HOUS: Areas of Interest: Wealth Management: Pay Transparency Salary Range: Not Available Application Deadline: 05/15/2026: 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: BOKF Performance Plan (D02): 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...