BOKFS Relationship Manager

Summary

You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge‑style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business.

The BOKFS Relationship Manager will provide a single point of contact for consultation on service related requests. Responsibilities will include providing quality customer service through accurate and timely phone, email and IM based transactions. Deliver immediate assistance with questions, workflows and general inquiries from sales branch staff and clients in order to enhance the customer experience.

Team Culture:
You will serve unique and individualized needs for our client accounts, while operating within defined policies and procedures. Your strategic thinking will help you create efficiencies to meet client needs and reduce potential errors. You will have significant decision making authority and responsibility for solving problems, customer complaints, and requests for special reporting. Integrity is the foundation on which coworkers trust, build relationships, and build effective interpersonal relationships.

We live the company values in everything we do. We act with honor and truthfulness.

• You’ll have heavy interaction with advisors and high level issues
• You will be the single point of contact for consultation and problem solving
• You will use your strong operational knowledge and skills to assist with duties such as asset movement, new business, training, customer service and research.
• You’ll assist with projects and work as a liaison to manage timely resolution to service issues
• You will work in NetX
  360 to provide information to the Financial Advisor (NetX
  360 experience would be very beneficial)

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or Economics and 4‑6 years of experience investment sales/operations or 9‑11 years of equivalent work related experience. Series 7 and 66 required.

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!

BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial and emotional health.

• Empowered employees
• Award‑winning culture
• Community commitment

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations‑and everything in between.

• Operations focused in an eight-state footprint
• 5,000 team members
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000 volunteer hours by our employees in 2024

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the Final date to receive applications.

Base salary range explanation:
The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

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 with any questions.