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© All Rights Reserved. ApplyBlast.com
BOK Financial Corporation Group
The Client Service Associate serves as the primary point of contact for high-net-worth clients and Private Wealth Officers within BOK Financial. The role involves developing client relationships, resolving inquiries using various banking and investment systems, and supporting advisors through technical research. This position facilitates a best-in-class client experience across banking, trust, brokerage, and financial planning platforms.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BOK Financial Corporation Group.
5% above the average for this role
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