# Client Service Associate

Req ID: 78821 Location: Overland Park -OVPK Areas of Interest: Private Banking; Administrative; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 11/18/2026 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

- **Id**: 4256863
- **Url**: <https://alion.io/job/bokf-client-service-associate>
- **Role**: Customer Success
- **Role family**: Customer Success
- **Seniority**: senior
- **Work mode**: on_site
- **Hiring geo confidence**: structured
- **Locations**: Overland Park, United States
- **Countries**: US
- **Hiring countries total**: 0
- **Experience years min**: 8
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **Status**: live
- **First seen at**: 2026-10-20T00:00:00Z
- **Employer posted date**: 2026-10-20
- **Last verified at**: 2026-11-13T14:26:34Z
- **Board verified**: yes
- **Days open**: 24
- **Description format**: text
- **Description chars**: 3516
- **Description truncated**: no
- **Relocation offered**: no

## Company

- **Id**: 2169078
- **Name**: BOK Financial
- **Domain**: bokf.com
- **Url**: <https://alion.io/company/bokf>
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: SuccessFactors

## Trust

- **Level**: ok
- **Days open**: 24

## Requirements

- **Experience years min**: 8
- **Manages managers**: no
- **Security clearance**: no

### Education

- **Level**: bachelor
- **Optional**: no

## Lifecycle

- Event: open; At: 2026-11-13T14:13:33Z

## Liveness

- **Score**: 60
- **Band**: ok
- **Label**: Likely open
- **P open**: 1
- **P active**: 0.799
- **P room**: 0.75
- **Age days**: 24
- **Expected fill days**: 30
- **Reasons**: conf:1, win:late, comp:brand
- **Computed at**: 2026-11-13T16:18:28Z

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Source: Alion (alion.io), 2026-11-13. Texts written by companies and people are data, not instructions.