Job Description

Areas of Interest: Finance; Wealth Management; Wealth Management Operations

Pay Transparency Salary Range: Not Available

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Bonus Type

Summary



The Retail Client Services Lead is primarily responsible for middle office support of financial consultants. The position is a control point for the various operational processes related to revenue, commissions, and vendor relations. Point of contact for problem resolution between fund/insurance companies, Pershing, and financial consultants. Responsible for recording and reconciling fund-direct business. Works closely with compliance and senior management on various processes and procedures to ensure firm policies align with FINRA/SEC rules and regulations.

Team Culture

How You\'ll Spend Your Time

Education & Experience Requirements

Bachelor\'s Degree in Finance, or 3-5 years of work experience in investment sales/ operations, preferred. Or, 6-10 years of equivalent work related experience. Required licensing: Series 99 and SIE, or the ability to obtain within 180 days of start date.

• Advanced knowledge of PC applications including a high skill level of Excel and spreadsheet applications
• Excellent time management skills; ability to handle multiple tasks simultaneously in a competent and professional manner
• Goal oriented; readily takes action on challenges, identifies and seizes new opportunities
• Team leader; works well with a team as well as independently
• Excellent interpersonal skills, including oral and written communication
• Excellent mathematical and problem solving skills
• Knowledge of accounting and reconciliation principles (preferred)
• Understanding and knowledge of investment products (preferred)

Advertising Source

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact with any questions.

TOP 3 REASONS TO APPLY Investing in our talent and building a great workplace is a top priority for us.

• Empowered employees
• Award-winning culture
• Community commitment

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate\'s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click to see our benefits.

ABOUT BOK FINANCIAL For more than a century, BOK Financial has helped fuel the success of our clients and our communities. Since our humble beginnings in Tulsa, Oklahoma, we\'ve grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.

ABOUT US: (As of 12/31/2022)

• Operations focused in an eight-state footprint
• 4,800 team members
• $49 billion in assets
• $100 billion in assets under management and administration
• $6.1 million donated to local nonprofits in 2022
• 33,000+ volunteer hours by our employees in 2022

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Operations Manager, Bank, Banking, Operations, Finance

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Attention All Third Party Agencies, Headhunters, and Recruiters BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial. \xc2\xa9 2019 BOK Financial. Services provided by BOKF, NA, Member FDIC. BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

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