{"id":4256742,"url":"https://alion.io/job/bokf-client-services-representative","title":"Client Services Representative","company":{"id":2169078,"name":"BOK Financial","domain":"bokf.com","url":"https://alion.io/company/bokf","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"staff","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":55000,"max":60000,"currency":"USD","period":"year","gross":null,"usd_annual":60000},"salary_estimate":null,"experience_years_min":9,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-11-09T00:00:00Z","employer_posted_date":"2026-11-09","last_verified_at":"2026-11-13T14:26:34Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Req ID: 78916\nLocation: Denver -DEN, Dallas -DAL, Phoenix -PHOE\nAreas of Interest: Client Relationship Support; Wealth Management\nPay Transparency Salary Range: $55,000 - $60,000\nApplication Deadline: 12/11/2026\nBOK 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®.\nBonus Type\nBOKF Performance Plan (D02)\nSummary\nInvest 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!\nJob Description\nThe 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 under limited supervision.\nTeam Culture\nWe believe in one team, one goal. You will form relationships with your peers and develop a buddy system to help balance the workloads when necessary. Our camaraderie, shared decision making, and mutual respect for one another are what make us one big happy family. As stakeholders, all team members are encouraged to share ideas and best practices that will positively impact the bottom line.\nOur team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.\nHow You'll Spend Your Time\nYou will maintain and develop relationships with current clients and their accounts as well as set up new accounts. \nYou will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and collaborating with peers and management. \nYou will be the “go-to” for your Advisor team. \nYou will provide sales support, customer service and be the opertational subject matter expert for the Financial Advisors.\nYou will partner with the team you support and become an extension of the advisors, which is critical for success. \nEducation & Experience Requirements\nThis level of knowledge is normally acquired through completion of a Bachelor’ Degree in Business or related field of study and ­­3-4 years of directly related experience ­­­­­­­­or 9-10 years of equivalent combination of education and experience.\nSKILLS:\nExperience supporting assigned clientele with an affinity for providing personalized service.\nExtraordinarily high degree of professional polish required.\nExcellent time management, multi-tasking, and follow up skills.\nInvestment advisory firm experience highly desired.\nExperience working with custodians and contra firms preferred.\nBeginner to intermediate knowledge of investment products and the financial service industry.\nSelf-directed and self-motivated individual with the ability to work in a team-oriented environment.\nExceptional verbal and written communication skills.\nHigh attention to detail.\nIntermediate knowledge of Microsoft Office Suite and CRM software applications.\nExperience with Salesforce and Tamarac Advisor Xi preferred.\nWorking Conditions & Physical Requirements\nOffice\nBOK 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!\nApply today and take the first step towards your next career opportunity!\nThe 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.\nPlease contact  any questions.","description_format":"text","description_chars":4445,"description_truncated":false,"requirements":{"experience_years_min":9,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"security_clearance":false,"languages":[{"language":"Polish","level":"All levels","optional":false}]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-11-13T14:13:33Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":4,"expected_fill_days":33,"reasons":["conf:1","win:early","comp:brand"],"computed_at":"2026-11-13T16:07:30Z"},"pay":{"stated_usd_annual":60000,"is_top_pay":false},"html_url":"https://alion.io/job/bokf-client-services-representative","json_url":"https://alion.io/job/bokf-client-services-representative.json","meta":{"generated_at":"2026-11-13T16:07:30Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":32331,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2169078},"rest":"https://alion.io/mcp/rest/get_company?id=2169078"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbokf-client-services-representative"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbokf-client-services-representative"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbokf-client-services-representative"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/bokf-client-services-representative\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbokf-client-services-representative"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4256742}},{"tool":"search_jobs","arguments":{"company":"bokf.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4256742},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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