Client Service Specialist

BOK Financial Co.; Denver, Tulsa, Oklahoma City (CO, OK, OK); Presencial; USD 53 000 - 63 000; Tempo integral

Resumo da oferta

BOK Financial is seeking a Client Service Specialist in Denver and surrounding markets to support Financial Consultants with daily operational and client service needs. The role emphasizes accurate processing, regulatory compliance, and customer-focused service.

The position requires a Bachelor's in Finance or Economics with 3–4 years in investment sales/ops or 5–7 years equivalent experience, plus FINRA Series 7/63/66 licenses and strong communication skills.

Qualificações

• Bachelor’s degree in Finance or Economics with 3–4 years’ investment sales/operations experience or 5–7 years of related work.
• FINRA Series 7, 63 or 66 licenses are required.
• Strong knowledge of banking practices, bonds, and securities.
• Excellent written, verbal, and interpersonal communication skills.

Responsabilidades

• Provide operational and administrative support to Financial Consultants.
• Respond to client inquiries on investment products and resolve issues.
• Utilize multiple systems to provide pricing, comparisons, and trade execution.
• Process trade tickets accurately and support basic financial guidance.
• Open and maintain client accounts in compliance with Books and Records rules.
• Coordinate with custodians and external firms to resolve issues.

Conhecimentos

Customer service

Interpersonal communication

Sales skills

Time management

Formação académica

Bachelor’s degree in Finance or Economics

FINRA Series 7/63/66 licenses

Ferramentas

Trading systems

Pricing & comparison tools

Books and Records compliance tools

Descrição da oferta de emprego

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Client Service Specialist

Location: Denver -DEN, Oklahoma City -OKC, Tulsa -TUL

Areas of Interest: Wealth Management Operations; Wealth Management

Pay Transparency Salary Range: $53,000 - $63,000

Application Deadline: 12/31/2026

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

Formula Based

Summary

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

Job Description

The Client Service Specialist is primarily responsible for operational, administrative, and sales support to the Financial Consultants, who provide investment services to clients. Performs daily servicing activities, which involve documentation, information gathering, and compiling, works under general supervision. This position is to ensure all operational functions are processed efficiently with limited errors, putting the needs of the client first and providing exceptional service every single time.

Team Culture

Our team is built on collaboration, integrity, and a shared commitment to client success. We foster an environment of continuous learning and proactive communication, empowering each member to contribute expertise and drive innovation. Together, we take pride in delivering exceptional results and making a meaningful impact for our clients and communities. We support growth because we believe in the long‑term potential of our people.

How You'll Spend Your Time

• You will maintain strong knowledge of each advisor’s client base to deliver consistent, high-quality service and support marketing efforts.
• You will respond to client inquiries on investment products while proactively resolving issues to prevent escalations.
• You will use multiple systems to provide pricing, comparisons, and execute trades when advisors are unavailable.
• You will process trade tickets accurately and use planning tools to support basic financial guidance for retail clients.
• You will open and maintain client accounts in compliance with Books and Records standards while keeping profiles current.
• You will manage money movement and account servicing transactions while coordinating with custodians and external firms to resolve issues.
• You will prepare client presentations and materials highlighting market trends, investment strategies, and supporting data.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or Economics and 3-4 years’ experience investment sales/operations; or 5-7 years’ equivalent work related experience.

Required: FINRA Series 7, Series 63 or Series 66

• Thorough knowledge and understanding of banking practices and policies, including loan documentation requirements and regulations, and deposit account opening and regulations.
• Knowledge of bonds and securities and their related tax implications
• Working knowledge and understanding of BOKF’s commercial products and services
• Excellent interpersonal, verbal, and written communication skills
• Excellent customer relations and sales skills
• Excellent organization skills; ability to handle multiple tasks simultaneously in a competent and professional manner

BOK 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!
The 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.

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025