Wealth Management Client Services Specialist

BOK Financial; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

BOK Financial Wealth Management is seeking a Client Service Specialist to provide operational, administrative, and sales support to Financial Consultants. You will handle documentation, information gathering, and client servicing with a focus on accuracy and client-first service.

Ideal candidates have a Finance/Economics background, FINRA approvals, and hands-on experience in investment sales/operations, along with strong communication and organization skills.

Qualifications

• Bachelor's degree in Finance or Economics.
• 3–4 years' experience in investment sales/operations; or 5–7 years' equivalent work experience.
• FINRA Series 7, 63 or 66 required.
• Knowledge of banking practices and policies including loan documentation and deposits.
• Excellent interpersonal, verbal, and written communication skills.
• Strong customer relations and sales skills.

Responsibilities

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

Skills

Customer service

Sales skills

Communication

Organization

PC skills

Education

Bachelor's degree in Finance or Economics

Tools

Trading platforms

Job description

BOK Financial Wealth Management is seeking a Client Service Specialist to provide operational, administrative, and sales support to Financial Consultants. You will handle documentation, information gathering, and client servicing with a focus on accuracy and client-first service.

Ideal candidates have a Finance/Economics background, FINRA approvals, and hands-on experience in investment sales/operations, along with strong communication and organization skills.