BOK Financial
BOK Financial

60 Bok Financial Customer Service Representative Jobs Hiring Near You

Client Service Associate

Tulsa, OK · On-site

$13.25 - $18.25/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... With passion, skill and partnership you can make an impact on the success of the bank, customers ...

... full-service financial offerings and recommending the right BOK Financial products at the right ... The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ...

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... With passion, skill and partnership you can make an impact on the success of the bank, customers ...

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... With passion, skill and partnership you can make an impact on the success of the bank, customers ...

Client Service Specialist

Plano, TX · On-site

$16.25 - $21.75/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Excellent customer relations and sales skills * Excellent organization skills; ability to handle ...

Client Service Specialist

Plano, TX

$16.25 - $21.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Excellent customer relations and sales skills * Excellent organization skills; ability to handle ...

Client Service Specialist

Plano, TX · On-site

$16.25 - $21.75/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Excellent customer relations and sales skills * Excellent organization skills; ability to handle ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Financial Advisor is primarily responsible for providing excellent customer service by guiding ...

Financial Center Leader

Denver, CO · On-site

$70K - $95K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Drives revenue through community involvement, business development activities, and customer loyalty ...

... full-service financial offerings and recommending the right BOK Financial products at the right ... The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... customer service. As a team, we are deeply connected with our communities, committed to social ...

... full-service financial offerings and recommending the right BOK Financial products at the right ... The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ...

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Drives revenue through community involvement, business development activities, and customer loyalty ...

Client Service Specialist

Plano, TX · On-site

$16.25 - $21.75/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Excellent customer relations and sales skills * Excellent organization skills; ability to handle ...

Financial Center Leader

Denver, CO · On-site

$70K - $95K/yr

At BOK Financial, we're passionate about supporting our clients and each other. Join us as a ... Provide notary service for clients including supporting loan closings. * Coaching and Development

At BOK Financial, we're passionate about supporting our clients and each other. Join us as a ... Provide notary service for clients including supporting loan closings. * Coaching and Development

... full-service financial offerings and recommending the right BOK Financial products at the right ... The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ...

... full-service financial offerings and recommending the right BOK Financial products at the right ... The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ...

Showing results 21-40

Client Service Associate

BOK Financial

Tulsa, OK • On-site

$13.25 - $18.25/hr

Full-time

Re-posted 13 days ago


Job description

Req ID: 78313 

Location: Tulsa -TUL 

Areas of Interest: Wealth Management 

Pay Transparency Salary Range: Not Available 

Application Deadline: 08/28/2026

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 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 You'll 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 Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.

Working Conditions & Physical Requirements
Office - 20 lbs

BOK Financial Corporation Group is 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 today and 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.

Please contact recruiting_coordinators@bokf.com with any questions.