Client Services Representative

Job description

Req ID: 77809 Location: Plano -PLAN: Areas of Interest: Private Banking; Administrative Pay Transparency Salary Range: Not Available Application Deadline: 04/19/2026: 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 Invest in your career with us! If you’re looking for a job that combines a passion for innovation, opportunities for growth, and a culture of teamwork, then you've come to the right place. If you enjoy being resourceful and executing complex tasks, then we have an exciting opportunity awaiting someone like you! Job Description: The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have a focus on one of the four disciplines, depending on company needs. This position is focused on delivering superior client service; works...