BOK Financial Corporation Group
The Client Service Associate serves as the primary point of contact for high net worth clients, supporting Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional private wealth services. The role involves handling client inquiries, coordinating service requests, and assisting with account maintenance and trust relationship servicing.
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.
BOK Financial Corporation Group didn’t post a salary, so this is our estimate from similar listings.
12% below the average for this role