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Client Service Specialist - Little Rock, United States - BOK Financial
Description
Req ID: 75014Location: Little Rock -LTLRK
Areas of Interest: Trading; Brokerage Services
Pay Transparency Salary Range: Not available
Application Deadline: 06/03/2024
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund 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
Formula Based
Summary
Invest in your career with us If you're looking for a job that combines a passion for innovation, opportunities for growth, and a culture of teamwork, then you've come to the right place. If you enjoy being resourceful and executing complex tasks, then we have an exciting opportunity awaiting someone like you
Job Description
The Client Service Specialist is primarily responsible for operational, administrative, and sales support to the Financial Consultants, 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.
Team Culture
We believe in one team, one goal. You will form relationships with your peers and develop a buddy system to help balance the workloads when necessary.Our camaraderie, shared decision making, and mutual respect for one another are what make us one big happy family. As stakeholders, all team members are encouraged to share ideas and best practices that will positively impact the bottom line.
Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.
How You'll Spend Your Time
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.
Required: FINRA Series 7, Series 63 or Series 66
Working Conditions & Physical Requirements
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
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 .comwith any questions.
Little Rock, AR, US, 72002
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