Client Service Specialist

Client Service Specialist

Areas of Interest: Trading;
Wealth Management Operations

Pay Transparency Salary Range: Not Available

Final date to receive applications: 07/30/2026

Bonus Type: Formula Based

For more than a century, BOK Financial Wealth Management has grown alongside its clients, establishing itself as a leader in the financial world with cutting‑edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart, delivering excellence and fostering growth for investors, employees, and the community.

The Client Service Specialist is primarily responsible for operational, administrative, and sales support to the Financial Consultants, who provide investment services to clients. This role performs daily servicing activities, including documentation, information gathering, and compiling, under general supervision. The position ensures efficient processing of all operational functions with limited errors, prioritizing client needs and providing exceptional service at all times.

• Maintain strong knowledge of each advisor’s client base to deliver consistent, high‑quality service and support marketing efforts.
• Respond to client inquiries on investment products while proactively resolving issues to prevent escalations.
• Use multiple systems to provide pricing, comparisons, and execute trades when advisors are unavailable.
• Process trade tickets accurately and use planning tools to support basic financial guidance for retail clients.
• Open and maintain client accounts in compliance with Books and Records standards while keeping profiles current.
• Manage money movement and account servicing transactions while coordinating with custodians and external firms to resolve issues.
• Prepare client presentations and materials highlighting market trends, investment strategies, and supporting data.

Typically requires a Bachelor’s Degree in Finance or Economics and 3‑4 years of investment sales/operations experience, or 5‑7 years of equivalent work‑related experience.

FINRA Series 7, Series 63, or Series 66.

• Thorough knowledge and understanding of banking practices and policies, including loan documentation requirements and deposit account opening regulations.
• Knowledge of bonds and securities and their related tax implications.
• Working knowledge and understanding of BOKF’s commercial products and services.
• Excellent interpersonal, verbal, and written communication skills.
• Excellent customer relations and sales skills.
• Excellent organization skills; ability to handle multiple tasks concurrently in a professional manner.

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.