IW Client Account Manager

Location: Houston
-HOUS

Areas of Interest: Institutional/401(K) Services;
Wealth Management

Job Description

The Institutional Wealth – Client Account Manager is primarily responsible for administering, managing and overseeing the services delivered to Institutional Wealth Clients. This includes interaction 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 Client Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues. Generally, the incumbent works independently, with direction from the Institutional Client Advisor.

• 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.
• Interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance.
• Oversee all client services, including calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving any questions or issues presented.
• Plan and implement the transition of new Institutional Wealth clients.
• Assist with analysis and preparation for client investment review meetings, including compiling analytical and report information.
• Research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 5-7 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.

Office

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!

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 contact rec with any questions.