Exchange Onboarding Specialist I

BOK Financial; Tulsa (OK); On-site; USD 65,000 - 85,000; Full time

Job summary

BOK Financial Wealth Management is seeking an Exchange Onboarding Specialist I to provide comprehensive technical and operational support for Wealth product implementations. You will guide internal partners through product setups to ensure seamless integration and optimal performance.

Ideal candidates have a Bachelor’s degree with 1–2 years in banking operations or 3–5 years in a technical environment, plus strong problem-solving and relationship-building skills.

Qualifications

• Bachelor's degree required; 1–2 years in bank operations or 3–5 years in a technical environment preferred.
• Knowledge of wealth management products and services.
• Strong analytical and problem-solving abilities with attention to detail.
• Ability to manage time effectively and meet deadlines in a fast-paced environment.
• Excellent relationship-building and communication skills.

Responsibilities

• Ensure accurate documentation, configuration, and implementation of client setups across Wealth products and systems.
• Analyze client setups within complex systems and coordinate with internal/external partners as needed.
• Communicate, consult, and train partners on Wealth product setups and functionality.
• Assist Product Management in identifying areas for departmental improvement.
• Support Wealth Exchange during conversions and upgrades by completing clean-up projects.

Skills

Wealth products knowledge

Problem solving

Operating systems principles

Time management

Relationship building

Education

Bachelor's degree

Job description

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Exchange Onboarding Specialist I

Location: Tulsa -TUL

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 11/28/2026

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

BOKF Performance Plan (D02)

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 set 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 Exchange Onboarding Specialist I is responsible for providing comprehensive technical and operational support to Wealth Account Administrators, internal business partners, and external clients. This role ensures the accurate and timely implementation of Wealth products, including Exchange and other related offerings. The specialist acts as a coordinator and consultant, guiding internal business partners through various product setups to ensure seamless integration and optimal performance.

Team Culture

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How You'll Spend Your Time

• You will ensure accurate documentation, configuration, and implementation of client setups across Wealth products and systems.
• You will analyze client setups within complex systems, coordinating with internal and external partners as needed.
• You will communicate, consult, and train various internal and external partners on Wealth product setups and functionality.
• You will assist Product Management in identifying areas for departmental improvement.
• You will support Wealth Exchange during conversions and upgrades by completing clean-up projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors degree and 1-2 years’ experience in a bank operations environment; or 3-5 years of equivalent work related experience in a technical environment preferred.

• Basic knowledge of wealth management products and services.
• Problem-solving skills with the ability to analyze issues within interconnected applications and a keen attention to detail
• Ability to understand operating systems best practices and standards.
• Time management and prioritization skills, with a proven ability to meet deadlines in a high-pressure, fast-paced environment while maintaining high-quality work.
• Excellent relationship building skills.

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.

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

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Product Manager, Finance, Operations