Institutional Wealth Client Account Manager

16 hours ago


Albuquerque, New Mexico, United States BOK Financial Full time

BOK Financial Corporation Group is seeking a highly skilled Institutional Wealth Client Account Manager to join our team. As a key member of our Institutional Wealth Services team, you will be responsible for administering, managing, and overseeing the services delivered to Institutional Wealth Clients.

You will interact with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel relating to those issues.

The ideal candidate will have a strong understanding of retirement services and be able to analyze, develop, and implement solutions for complex account and departmental problems and issues.

You will effectively manage and administer assigned Institutional Wealth client accounts, which includes analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues and problems that arise.

The successful candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a team environment.

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.



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