Senior Trust Officer - Private Wealth & Client Experience

BOK Financial; Austin (TX); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

BOK Financial, a leader in private wealth services, seeks a Trust Officer III to administer complex personal trust, custody, and IRA accounts. You will collaborate with Portfolio Managers, external advisors, and internal teams to meet client goals, while maintaining fiduciary standards and regulatory compliance.

The role emphasizes relationship building, high-level trust work, and contributions to business development within the Private Wealth group.

Qualifications

• Experience in trust or related fiduciary services.
• Ability to build and maintain client relationships in Private Wealth.
• Strong communication and collaboration with Portfolio Managers and external advisors.

Responsabilités

• Administer complex/high-profile trust, custody, estate, and IRA accounts.
• Coordinate with Portfolio Managers and external advisors to define client goals.
• Ensure compliance with governing instruments and fiduciary standards.
• Support business development and client retention through relationship management.
• Collaborate with internal audit and asset management teams.

Connaissances

Trust administration

Business development

Customer service

Interpersonal skills

Formation

Bachelor’s Degree in Business or related field

Professional certification or post-graduate degree

Description du poste

BOK Financial, a leader in private wealth services, seeks a Trust Officer III to administer complex personal trust, custody, and IRA accounts. You will collaborate with Portfolio Managers, external advisors, and internal teams to meet client goals, while maintaining fiduciary standards and regulatory compliance.

The role emphasizes relationship building, high-level trust work, and contributions to business development within the Private Wealth group.