Client Service Representative
4 hours ago
Job Summary: We are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a key member of our financial operations team, you will be responsible for providing exceptional client service, maintaining accurate records, and ensuring seamless day-to-day operations.
Key Responsibilities:- Maintain current client accounts, update registrations, and set up new accounts.
- Promptly respond to client inquiries via email and phone.
- Assist clients with various tasks by leveraging resources and collaborating with peers and management.
- Use an agile approach to prioritize multiple daily tasks and meet deadlines.
- Provide updates to advisors and managers on account statuses and requests.
- Bachelor's Degree in Finance or related field of study.
- 3-4 years of directly related experience in investment sales/operations or 5-7 years equivalent combination of education and experience.
- FINRA Series 7, Series 63 or Series 66.
About BOK Financial: 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. We are committed to providing equal employment opportunities 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.
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