Sup, Client Services; Pw

Overview

The Supervisor Client Services (Private Wealth) oversees the CSA's and works closely with all Private Wealth Officers to include the Private Wealth Advisors, Private Bankers and Trust Officers as well as their respective clients. The role will team with all Private Wealth Officers and be responsible for maintaining and expanding relationships with high net worth clients across several delivery platforms including banking, trust, brokerage, financial planning and investment management and family office services.

As Supervisor, this position is responsible for mentoring, coaching and leading the day to day activities of a team of CSA's as well as directly managing and supporting some of the key client service relationships for the Private Wealth team.

• Mentor, coaching and leading the day-to-day activities of a team of CSAs.
• Directly manage and support key client service relationships for the Private Wealth team.
• Maintain and expand relationships with high net worth clients across multiple delivery platforms, including banking, trust, brokerage, financial planning, investment management and family office services.

Team collaboration and client-focused service within Private Wealth operations.

Not specified in the original content.

This level of knowledge is normally acquired through completion of a Bachelor's degree with 8+ years' experience; or 12-15 years equivalent work-related experience.

• Expert understanding and knowledge of the Bank's organizational structure, lines of business, services, operations and source systems
• Advanced knowledge and understanding of banking practices and policies, including loan documentation requirements and regulations, fiduciary responsibilities to clients, and deposit account opening and maintenance regulations
• Advanced ability to deliver excellent customer relation skills providing superior service quality
• Excellent interpersonal, verbal, and written communication skills
• Advanced organizational and time management skills, including the ability to handle multiple tasks simultaneously in a competent and professional manner
• Self-directed and self-motivated individual with the ability to work in a team-oriented environment
• Ability to generate advanced reporting and visual displays of key data
• Ability to adapt and respond to changing work situations including systems, processes and responsibilities.
• Excellent problem solving skills.
• Strong supervisory skills

Strong supervisory 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.
With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!

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.