Wealth Management Client Service & Operations Specialist
BOK Financial Corporation
BOK Financial Corporation is seeking a qualified Client Service Specialist in Plano, Texas. This role supports Financial Consultants with operational, administrative, and sales duties, ensuring accurate processing of client documentation and trades. The position emphasizes strong client service, regulatory compliance, and collaboration with custodians and external firms to resolve issues while delivering high-quality client experiences. #J-18808-Ljbffr BOK Financial Corporation
Vacancy posted 1 day ago
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