Senior Client Services Representative

Senior Client Services Representative

The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have a focus on one of the four disciplines, depending on company needs. This position is focused on delivering superior client service; works under limited supervision.

Team Culture: Our team collaborates effectively to meet client objectives. We value everyone's 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. Our environment is built to help people grow into their potentialat every stage of their career.

How You'll Spend Your Time: You will manage daily client needs, including new accounts, asset transfers, and cash flow activities. You will use portfolio systems, CRM tools, and web-based applications to support client service. You will work with custodians and partner firms to resolve client issues and requests. You will create presentations and support Private Wealth Advisors during client meetings. You will assist with training and mentoring team members while sharing your knowledge and experience. You will provide advanced advisor support, recommend process improvements, and contribute to special projects.

Education & Experience Requirements: This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or related field of study and 5-7 years of directly related experience or 11-13 years of equivalent combination of education and experience. Experience supporting assigned clientele with an affinity for providing personalized service. Strong understanding of client services procedures and ability to assist team members. Extraordinarily high degree of professional polish required. Exceptional time management, multi-tasking, and follow up skills. Investment advisory firm, brokerage firm or banking experience. Experience working with custodians and contra firms. Intermediate knowledge of investment products and the financial service industry. Self-directed and self-motivated individual with the ability to work in a team-oriented environment. Exceptional verbal and written communication skills. Extraordinary attention to detail. Intermediate knowledge of Microsoft Office Suite and CRM software applications. Intermediate knowledge of Salesforce and Tamarac Advisor Xi.

Working Conditions & Physical Requirements: Office 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! Apply today and take the first step towards your next career opportunity! 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. Please contact View email address on click.appcast.io with any questions.