Client Service Specialist

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. 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.

Formula Based

The Client Service Specialist is primarily responsible for operational, administrative, and sales support to the Financial Consultants, who provide investment services to clients. Performs daily servicing activities, which involve documentation, information gathering, and compiling, works under general supervision. This position is to ensure all operational functions are processed efficiently with limited errors, putting the needs of the client first and providing exceptional service every single time.

• You will maintain current client accounts, update registrations, and set up new accounts.
• You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and collaborating with peers and management.
• Organization is critical to success in this role. You will use an agile approach to your workday and prioritize multiple daily tasks.
• You will provide updates to the advisors and your managers on account statuses and requests. Follow through and follow up on tasks are imperative.
• You will partner with the team you support and become an extension of the advisors, which is critical for success.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 3-4 years of directly related experience in investment sales/operations or 5-7 years equivalent combination of education and experience.

Required: FINRA Series 7, Series 63 or Series 66

Office

BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.  to see our benefits.

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

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.

Albuquerque

Series 7, Bank, Banking, Customer Service, Finance

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.

• Operations focused in an eight-state footprint
• 5,000 team members
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024