Chelsea Brown

Detail-oriented Senior Client Service Associate with 9 years of experience in private wealth management, trust administration, and high-net-worth client service at BOK Financial. Accustomed to excelling in a fast-paced, client-centric, remote environment. Proficient in managing complex client relationships and needs, supporting teams across multiple footprints, and managing complex workflows.

Formally recognized for anticipating team and client needs and high degree of accuracy. Known for streamlining processes, intricate problem-solving, and delivering exceptional accuracy in account reconciliations and client communications. Seeking to leverage expertise to support teams and make an immediate impact on efficiency.

AVP, Trust Officer – Private Wealth Trust Services Group at BOK Financial (2026-01 – Present)

• Administer a diverse portfolio of personal trusts, estates, and agencies
• Maximize portfolio retention through proactive client relationship management
• Interpret complex legal documents, wills, and trust agreements
• Serve as the primary point of contact for high-net-worth clients
• Make critical fiduciary decisions regarding discretionary distributions
• Coordinate legal, tax, mineral, real estate, and investment professionals
• Review account assets regularly to ensure alignment with investment objective
• Conduct annual account reviews to mitigate operational and fiduciary risk
• Oversee the preparation and filing of fiduciary tax returns
• Ensure strict compliance with state and federal regulations

Senior Client Service Associate – Private Wealth Trust Services Group at BOK Financial (2021-04 – 2025-12)

• Researched, calculated, prepared, and implemented account transactions and tax payments and raised funds when appropriate
• Reconciled daily account activity including income postings and distributions
• Used and monitored numerous complex workflows
• Primary contact for client communication around distributions, future needs, and resolving account issues
• Prepared and reviewed all documentation for accuracy
• Assistant to Market Manager and IRA Compliance Officer, both responsible for multiple footprints
• Assisted multiple Trust Officers across several footprints in monitoring and maintaining their books of business
• Participated in testing and preparation of education materials for a primary system conversion
• Formally recognized for consistently anticipating team and client needs resulting in significantly decreased turnaround time and contribution to project inventorying and relocating items in safekeeping
• Monitored and researched monthly fee variances
• Researched, verified, and distributed 1099s

Lending Support Specialist – Healthcare Lending at BOK Financial (2018-12 – 2021-03)

• Prepared daily, weekly, and monthly reports
• Lead on clearing exceptions for needed items and information
• Ordered third-party reports
• Assisted clients with loan advances and payments
• Prepared and onboarded new loans
• Implemented a large-scale organization and cleanup of all files
• Coordinated travel and client meetings for team nine

Client Service Associate – Private Wealth Oklahoma City Trust at BOK Financial (2016-06 – 2018-12)

• Maintained, opened, and closed accounts
• Utilized and championed streamlined internal processes
• Verified and corrected coding
• Prepared distribution calculations
• Lead regular training for associates in my market and established best practices

Senior Relationship Banker – Consumer Banking at BOK Financial (2014-08 – 2016-06)

• Responsible for the overall well-being of clients
• Proactively anticipated client needs to identify solutions
• Sourced, closed, and boarded of loans
• Senior Banker within first year of employment while company average was 3+ years
• Perfect Circle Award for exceeding sales goals and frequently listed as a top weekly performer

Psychology – Oklahoma State University, Southern Nazarene University