Wealth Management Client Experience Associate
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Finance & Banking
Financial Sales, Wealth Management, Banking & Finance, Financial Services
Job Description & How to Apply Below
BOK Financial is seeking a Client Service Specialist in Denver and surrounding markets to support Financial Consultants with daily operational and client service needs. The role emphasizes accurate processing, regulatory compliance, and customer-focused service.
The position requires a Bachelor's in Finance or Economics with 3–4 years in investment sales/ops or 5–7 years equivalent experience, plus FINRA Series 7/63/66 licenses and strong communication skills.
We would love to welcome a new Wealth Management Client Experience Associate to our group in Tulsa, OK, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Experience Associate role in the description above.
We appreciate your interest in this position.
Join BOK Financial Co. and contribute to our ongoing work.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).