Private Wealth Client Services Specialist

BOK Financial Corporation is seeking a Client Services Representative to support the Private Wealth team and high net worth clients across the investment management delivery platform. The role emphasizes superior client service, collaboration with Advisors, and cross‑functional teamwork.

You will manage client relationships, assist with account setup, and provide sales support while leveraging CRM tools and office software.

For the Private Wealth Client Services Specialist position at BOK Financial Corporation, we are reviewing applications now.

This role, Private Wealth Client Services Specialist at BOK Financial Corporation, could be your next career step.

Are you ready to take on the Private Wealth Client Services Specialist role at BOK Financial Corporation?

We would love to welcome a new Private Wealth Client Services Specialist to our organisation in Denver, CO, United States.