WMS Business Coordinator II

Position: WMS Business Coordinator II (82018)
Req

Location:

Tulsa
-TUL

Areas of Interest:
Wealth Management Operations

Pay Transparency Salary Range:
Not Available

Final date to receive applications: 06/05/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:
Bank of Albuquerque;
Bank of Oklahoma;
Bank of Texas and BOK Financial.

Bonus Type

Discretionary

Summary

We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.

Job Description

The WMS Business Coordinator I is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator I works very closely with BOKF line of business team members, internal processing groups, external custodians and brokers to ensure that the account reflects the needed results.

Team Culture

We act with honor and truthfulness and live our company values every day. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships.

All team members are stakeholders and are encouraged to share their ideas and best practices. We provide cross-training and collaboration, as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed.

We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial's generous contributions to local organizations and the numerous ways we give back to our communities.

How You'll Spend Your Time

* You will perform various duties that are centralized within the Wealth Management Services group for client accounts.

* You will serve as a backup role for other needs within the business group.

* You will pro-actively identify solutions or resources to complete any exception processing.

* You will work with management to properly document processes.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's Degree in a business related field and 3+ years' experience in the security industry; or equivalent combination of education and experience.

Working Conditions &

Physical Requirements

Office - 20 lbs

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.