Wealth Management Client Services Specialist

BOK Financial Corporation; Denver (CO); Presencial; USD 110.000 - 130.000; Jornada completa

Descripción de la vacante

BOK Financial Corporation in Denver is seeking a Client Service Specialist to deliver operational, administrative, and sales support to Financial Consultants providing investment services to clients. You will perform daily servicing tasks and ensure processes are efficient with minimal errors while putting client needs first.

The role requires FINRA Series 7, 63 or 66, a Finance/Economics degree, and 3–7 years of related experience, plus strong communication and organizational skills to support

Formación

• Bachelor's Degree in Finance or Economics and 3-4 years' experience in investment sales/operations; or 5-7 years' equivalent.
• Required: FINRA Series 7, Series 63 or Series 66.
• Thorough knowledge of banking practices, policies and deposit accounts.

Responsabilidades

• Maintain knowledge of advisor client bases to deliver high-quality service.
• Respond to client inquiries on investment products and resolve issues.
• Use multiple systems to provide pricing and execute trades when advisors are unavailable.
• Process trade tickets accurately and support basic financial guidance.
• Open and maintain client accounts in compliance with Books and Records.
• Manage money movement and coordinate with custodians to resolve issues.
• Prepare client presentations highlighting market trends and strategies.

Conocimientos

Interpersonal skills

Verbal communication

Written communication

Sales skills

Organizational skills

Educación

Bachelor's Degree in Finance or Economics

3-4 years' experience investment sales/operations

5-7 years' equivalent work experience

Descripción del empleo

BOK Financial Corporation in Denver is seeking a Client Service Specialist to deliver operational, administrative, and sales support to Financial Consultants providing investment services to clients. You will perform daily servicing tasks and ensure processes are efficient with minimal errors while putting client needs first.

The role requires FINRA Series 7, 63 or 66, a Finance/Economics degree, and 3–7 years of related experience, plus strong communication and organizational skills to support