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Wealth Management Client Services Specialist
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-07-13
Listing for:
BOK Financial
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
BOK Financial Wealth Management is seeking a Client Service Specialist to provide operational, administrative, and sales support to Financial Consultants. You will handle documentation, information gathering, and client servicing with a focus on accuracy and client-first service.
Ideal candidates have a Finance/Economics background, FINRA approvals, and hands-on experience in investment sales/operations, along with strong communication and organization skills.
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