Client Service Representative
2 weeks ago
The Client Service Specialist is a key member of our Financial Consulting team, responsible for providing exceptional support to our clients and advisors. This role involves maintaining current client accounts, updating registrations, and setting up new accounts. You will also be responsible for promptly answering emails and calls from clients, assisting with various tasks, and collaborating with peers and management.
Key Responsibilities
- Maintain current client accounts, update registrations, and set up new accounts.
- Promptly answer emails and calls from clients, assist with various tasks, and collaborate with peers and management.
- Use an agile approach to prioritize multiple daily tasks and provide updates to advisors and managers on account statuses and requests.
- Partner with the team you support and become an extension of the advisors, critical for success.
Requirements
This role requires a Bachelor's Degree in Finance or a 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. FINRA Series 7, Series 63 or Series 66 is also required.
Working Conditions
This role is based in an office environment and requires excellent communication and teamwork skills. 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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