IW Client Account Manager

Institutional Wealth – Client Account Manager (Job )

Location:

Oklahoma City, OK. Areas of Interest:
Administrative;
Finance;
Relationship Management;
Wealth Management;
Wealth Management Operations. Pay Transparency Salary Range:
Not Available. Final date to receive applications: 02/28/2025.

Bonus Type:
Formula Based.

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial®.

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

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 Institutional Client Advisor.

We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.

• You will effectively manage and administer assigned Institutional Wealth client accounts, including analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues.
• You will interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance.
• You will oversee all client services, calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving questions or issues presented.
• You will plan and implement the transition of new Institutional Wealth clients.
• You will assist with analysis and preparation for client investment review meetings, including compiling analytical and report information.
• You will 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.

Take the first step towards your next career opportunity!

We 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.