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IW Client Account Manager
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Full-time
- BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.
- The Institutional Wealth - Client Account Manager is primarily responsible for administering, managing and overseeing the services delivered to Institutional Wealth Clients This includes interaction with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel relating to those issues.
- The Client Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues.
- Generally incumbent works independently, with direction from Institutional Client Advisor.
- You will research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts.
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