Client Service Specialist

2 weeks ago

Edmond, Oklahoma, United States BOK Financial Full time
Req ID: 75074 Location: Oklahoma City -OKC Areas of Interest:

Wealth Management Operations Pay Transparency Salary Range:
Not Available Application Deadline: 06/23/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc.

BOKF, NA operates banking divisions:
Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus TypeFormula BasedSummaryInvest in your career with us If you're looking for a job that combines a passion for innovation, opportunities for growth, and a culture of teamwork, then you've come to the right place.

If you enjoy being resourceful and executing complex tasks, then we have an exciting opportunity awaiting someone like youJob DescriptionThe 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.

Team CultureWe believe in one team, one goal. You will form relationships with your peers and develop a buddy system to help balance the workloads when necessary.
Our camaraderie, shared decision making, and mutual respect for one another are what make us one big happy family.

As stakeholders, all team members are encouraged to share ideas and best practices that will positively impact the bottom line.

Our team culture inspires our entrepreneurial spirit.

It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

How You'll Spend Your 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.

Education & Experience RequirementsThis 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 66Working Conditions & Physical RequirementsOffice 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 .comwith any questions.

Oklahoma City, OK, US, 73102 #job- { display: inline; }var _apply = _apply || []; var _applybase = ''; (['setKey', 'ikkqqjktpbzbacuifzyr']); (['start']); (function() { var apply = document.createElement('script'); = 'text/javascript'; = true; = ''; var s = document.getElementsByTagName('script')[0]; s.parentNode.

insertBefore(apply, s); })();

  • Client Retention Specialist

    2 weeks ago

    Edmond, Oklahoma, United States Heartland, a Global Payments company Full time

    Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to work like an entrepreneur, support and serve entrepreneurs and bring...

  • EBC Specialist

    2 weeks ago

    Edmond, Oklahoma, United States Paycom Full time

    The EBC (Enhanced Background Checks) Specialist is responsible for credentialing EBC clients according to FCRA regulations, setting up the EBC product, responding to product-support tickets, facilitating the creation of troubleshooting guides, and dr Specialist, Product Management, Project Management, Technology, Business Services, Education

  • Marketing Specialist

    2 weeks ago

    Edmond, Oklahoma, United States Manhattan Construction Group Full time

    Marketing Specialist Position at Manhattan Construction CompanyManhattan Construction Company is a family-oriented group of builders dedicated to fostering teams that prioritize our projects, clients, and colleagues. Yearly, we honor team members with decades of service, ranging from 10 to over 40 years with us.What sets Manhattan apart and keeps individuals...

  • NCS Specialist

    2 weeks ago

    Edmond, Oklahoma, United States PAYCOM PAYROLL LLC Full time

    The NCS Specialist is responsible for onboarding and guiding new clients to achieve their first successful payroll within Paycom. The NCS Specialist will help educate new clients, customize system setup to clients needs, and ensure the smooth adoption of the Paycom solution.RESPONSIBILITIES Implement Paycoms solutions to clients, following Paycoms...

  • Event Specialist

    2 weeks ago

    Edmond, Oklahoma, United States University of Central Oklahoma Full time

    Job Details Description Position Title: Event Coordinator-UCOFN Position Overview & Job Duties: The Event Specialist will be an integral member of the Engagement Team in the Advancement Office that houses the UCO Foundation and UCO Alumni Engagement. As an Event Specialist, this position will be responsible for planning, coordinating, executing,...

  • Student Service Desk Specialist

    2 weeks ago

    Edmond, Oklahoma, United States University of Central Oklahoma Full time

    Job DetailsJob Location Main Campus - Edmond, OK Position Type Student Salary Range $8.50 - $9.00 Hourly Job Shift Day Job Category OTRS Ineligible Position Overview This is a regular student technical position in which the student will provide customer service to the UCO community via phone, email, online portal, and in person for the Office of Information...

  • Contract Management Specialist

    2 weeks ago

    Edmond, Oklahoma, United States The Boeing Company Full time

    Propose, negotiate and definitize proposals, provide contracts support to execute contracts. Participate with the DCMA/ Boeing internal functions to ensure disposition of canceling funds. Support contracts in work to ensure contract compliance with c Management, Associate, Specialist, Contracts, Business Operations, Contract, Business Services, Technology

  • Child Life Specialist

    2 weeks ago

    Edmond, Oklahoma, United States INTEGRIS Health Full time

    Job DescriptionINTEGRIS Health Baptist Medical Center, Oklahoma's largest not-for-profit health system has a great opportunity for a Child Life Specialist-Emergency Department in Oklahoma City, Oklahoma. In this position, you'll work 10am-10pm with our child life team providing exceptional care to those who have entrusted INTEGRIS Health with their...

  • Intake Specialist

    2 weeks ago

    Edmond, Oklahoma, United States Elara Caring Full time

    At Elara Caring, we have a unique opportunity to play a huge role in the growth of an entire home care industry. Here, each employee has the chance to make a real difference by carrying out our mission every day. Join our elite team of healthcare professionals, providing the Right Care, at the Right Time, in the Right Place.Job Description:Intake...

  • Patient Service Representative

    2 weeks ago

    Edmond, Oklahoma, United States Variety Care Full time

    Department : Administration Position : Patient Service Representative - Float Employee Category : Non-Exempt Reporting Relationship : Clinical Operations PSR Training Supervisor Character Qualities: Attentiveness - Showing the worth of a person or task by giving my undivided concentration. Enthusiasm - Expressing my joy in each task as I give it my best...

  • Inventory Management Specialist-HOUSG

    2 weeks ago

    Edmond, Oklahoma, United States University of Central Oklahoma Full time

    Job DetailsJob LocationMain Campus Edmond, OKPosition TypeStaffSalary Range$ $18.33 HourlyJob CategoryOTRS ClassifiedDescriptionPosition Title: Inventory Management Specialist-HOUSG Position Overview & Job Duties:Oversees inventory for all Campus Enterprises facilities. Purchases new equipment, furniture and supplies. Utilizes inventory management,...

  • Inventory Management Specialist-HOUSG

    2 weeks ago

    Edmond, Oklahoma, United States University of Central Oklahoma Full time

    Job DetailsJob Location Main Campus - Edmond, OK Position Type Staff Salary Range $ $18.33 Hourly Job Category OTRS Classified DescriptionPosition Title: Inventory Management Specialist-HOUSG Position Overview & Job Duties: Oversees inventory for all Campus Enterprises facilities. Purchases new equipment, furniture and supplies. Utilizes inventory...

  • Administrative Specialist

    2 weeks ago

    Edmond, Oklahoma, United States Parkhill Full time

    Parkhill is seeking an office professional to join our Oklahoma City office. Life at Parkhill At Parkhill, Building Community is the reason we exist. We invest in extraordinary people who love investing in their communities. We are more than planners, architects, and engineers - we are neighbors who choose to live and serve in the communities we work. ...

  • Senior Help Desk Support

    2 weeks ago

    Edmond, Oklahoma, United States Addison Group Full time

    Job Title: IT Support SpecialistLocation: Oklahoma City, OKSalary Range: Competitive salary based on experienceLooking for a challenging opportunity in the IT field? We are seeking a dedicated IT Support Specialist to contribute to a dynamic team. Join us and be part of our mission to deliver top-notch technical assistance and ensure client satisfaction.Job...

  • Crisis Services Coordinator

    2 weeks ago

    Edmond, Oklahoma, United States Northcare Full time

    Job DetailsJob LocationEdmond Office Edmond, OKPosition TypeFull TimeEducation LevelGraduate DegreeSalary Range$ $37.00 HourlyJob CategoryNonprofit Social ServicesDescriptionAre you a compassionate leader with a background in mental health services? We're seeking a highly organized and motivated individual to oversee our mobile crisis team and our Mental...

  • Crisis Services Coordinator

    2 weeks ago

    Edmond, Oklahoma, United States Northcare Full time

    Job DetailsJob Location Edmond Office - Edmond, OK Position Type Full Time Education Level Graduate Degree Salary Range $ $37.00 Hourly Job Category Nonprofit - Social Services Description Are you a compassionate leader with a background in mental health services? We're seeking a highly organized and motivated individual to oversee our mobile crisis team and...

  • Customer Service Rep

    2 weeks ago

    Edmond, Oklahoma, United States Neighborly Full time

    Skilled carpenter, and handyman Craftsman with Carpentry, Drywall, Electrical and Plumbing skills needed. Work independently. Work independently with benefits. We have office staff to handle the paperwork for you so you can do the work in a family atmosphere. Compensation: Ranges from $40,000 to $65,000Perform carpentry, drywall, light electrical and light...

  • Spa Locker Room Attendant

    2 weeks ago

    Edmond, Oklahoma, United States American Institute of Hydrology Full time

    Spa Locker Room Attendant **Spa Locker Room Attendant** Marriott Miami Beach, Florida, United States 13 days ago **Description** **Posting Date** Apr 20, 2021 **Job Number** **Job Category** Spa **Location** The Ritz-Carlton South Beach, 1 Lincoln Road, Miami Beach, Florida, United States **Brand** The Ritz-Carlton **Schedule** Full-Time N **Position...

  • Full Time

    1 month ago

    Edmond, Oklahoma, United States Lowe's Full time

    What You Will DoAt Lowe's, we've always been more than just an improvement store. We're also home to everything that makes your home feel like home. And for thousands of Lowe's associates, we're home to fresh starts, rewarding opportunities, and endless career possibilities.For Pro customers, the right expertise can make all the difference in getting a job...

  • Orthodontic Clinical Assistant

    2 weeks ago

    Edmond, Oklahoma, United States SALT Dental Partners Full time

    Orthodontic Specialists of Oklahoma is looking for a FUN and energetic Orthodontic Clinical Assistant that has a desire to grow with our Orthodontic dental practices. Candidates must be professional, outgoing, well-organized, reliable, team-oriented and must absolutely love working with patients to create the perfect smileThis is a great opportunity to join...