Client Service Specialist

BOK Financial Corporation; Plano (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

BOK Financial Corporation is seeking a qualified Client Service Specialist in Plano, Texas. This role supports Financial Consultants with operational, administrative, and sales duties, ensuring accurate processing of client documentation and trades.

The position emphasizes strong client service, regulatory compliance, and collaboration with custodians and external firms to resolve issues while delivering high-quality client experiences.

Qualifications

• Typically requires a Bachelor’s Degree in Finance or Economics and 3–4 years of investment sales/operations experience, or 5–7 years of equivalent work experience.
• FINRA Series 7, Series 63, or Series 66 certifications.

Responsibilities

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

Skills

Banking practices & policies

Bonds & securities knowledge

Interpersonal communication

Customer relations & sales

Organization & multi-tasking

Education

Bachelor’s degree in Finance or Economics

Job description

Client Service Specialist

Areas of Interest: Trading; Wealth Management Operations

Pay Transparency Salary Range: Not Available

Application Deadline: 07/30/2026

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, 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. This role performs daily servicing activities, including documentation, information gathering, and compiling, under general supervision. The position ensures efficient processing of all operational functions with limited errors, prioritizing client needs and providing exceptional service at all times.

How You’ll Spend Your Time

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

Education & Experience Requirements

Typically requires a Bachelor’s Degree in Finance or Economics and 3‑4 years of investment sales/operations experience, or 5‑7 years of equivalent work‑related experience.

Required Certifications

FINRA Series 7, Series 63, or Series 66.

Required Skills and Knowledge

• Thorough knowledge and understanding of banking practices and policies, including loan documentation requirements and deposit account opening 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 concurrently in a professional manner.

Equal Employment Opportunity

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.