Investment Center Client Service Specialist

We offer a diverse range of financial solutions for businesses, individuals, and institutions, continually expanding our portfolio of services and clients. If you're passionate about wealth management and eager to join a forward-thinking organization, we want to hear from you. Our team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial goals.

The Investment Center Client Service Specialist is primarily responsible for operational, administrative, and sales support to the Investment Center Financial Advisors, who provide investment services to clients. Performs daily servicing activities, which involve documentation, information gathering, and compiling works under general supervision. This position is to ensure all operational functions are processed efficiently with limited errors, putting the needs of the client first and providing exceptional service every single time.

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

• You will maintain awareness of each salesperson's client base to deliver excellent service and prevent client escalations.
• You will use firm technology platforms to execute trades, provide quotes, and support clients when sales staff are unavailable.
• You will open accounts, update client profiles, and handle money movement and servicing transactions in line with firm standards.
• You will communicate with custodians and contra firms to resolve client issues and ensure smooth operations.
• You will prepare client presentations using market data and planning tools to highlight trends and investment strategies.

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3-4 years of directly related experience in investment sales/operations or 5-7 years equivalent combination of education and experience.

• Thorough knowledge and understanding of banking practices and policies, including loan documentation requirements and regulations, and deposit account opening and regulations.
• Knowledge of bonds and securities and their related tax implications
• Working knowledge and understanding of BOKF's commercial products and services
• Excellent PC skills including appropriate systems usage; experience with Salesforce a plus
• Excellent interpersonal, verbal, and written communication skills
• Excellent customer relations and sales skills
• Excellent organization skills; ability to handle multiple tasks simultaneously in a competent and professional manner
• Required: FINRA Series 7, Series 63 or Series 66