Wealth Management Client Service & Operations Specialist
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-07-11
Listing for:
BOK Financial Corporation
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Business Administration, Financial Compliance, Financial Services
Job Description & How to Apply Below
BOK Financial Corporation is seeking a qualified Client Service Specialist in Plano, Texas. This role supports Financial Consultants with operational, administrative, and sales duties, ensuring accurate processing of client documentation and trades.
The position emphasizes strong client service, regulatory compliance, and collaboration with custodians and external firms to resolve issues while delivering high-quality client experiences.
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