Wealth Management Client Services Specialist
BOK Financial
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
#J-18808-LjbffrVacancy posted 3 days ago
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