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Client Service Specialist
6 days ago
Bank of Oklahoma - BOK Financial Corporation Little Rock, United StatesReq ID: 75014 Location: 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. Client Service, Specialist, Se ...
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Client Service Specialist
1 week ago
BOK Financial Corp. Little Rock, United StatesReq ID: 75014 · Location: 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 Pr ...
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Patient Services Specialist
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Client Service Specialist
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Client Service Specialist
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BOK Financial Little Rock, United StatesReq ID: 75014 · Location: 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 Financia ...
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Client Service Specialist
6 days ago
BOK Financial Little Rock, United StatesReq ID: 75014 · Location: 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 Financi ...
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Client Service Specialist
2 weeks ago
Bank OZK Little Rock, United StatesClient Service Specialist (Teller) · + Job ID: 13964 · + Functional Area: Retail/Community Banking · + Position Type: Full-Time Regular · + Experience Required: 1 - 3 Years · + Location: Little Rock, AR Taylor LoopCantrell · + Department: Community Banking · + Education Required: ...
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patient services specialist
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CARTI, Inc. Little Rock, AR , USA, United States· JOB SUMMARY: · The Patient Services Specialist (PSS) uses their experience and knowledge to appropriately triage scheduling and clerical duties. This individual will have the technical knowledge to properly schedule appointments, maintain patient records, and perform clerical ...
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Patient Services Specialist
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Client Service Specialist
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Bank OZK Little Rock, United StatesClient Service Specialist (Teller) · + Job ID: 13999 · + Functional Area: Retail/Community Banking · + Position Type: Full-Time Regular · + Experience Required: 1 - 3 Years · + Location: Little Rock, AR Markham and RP · + Department: Community Banking · + Education Require ...
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patient services specialist
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Patient Services Specialist
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Client Service Specialist
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Bank OZK Little Rock, United States Full timePosition Description: · About Us: · Built on a legacy of more than 100 years in banking, we pride ourselves on our commitment to excellence, exceptional customer service, and year-after-year recognition of our industry leading financial performance. Uniquely positioned with our o ...
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Client Service Specialist
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Client Service Specialist - Little Rock, United States - BOK Financial
Description
Req ID: 75014 Location: 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 TypeFormula BasedSummaryInvest 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 youJob DescriptionThe 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 CultureWe 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 You will maintain current client accounts, update registrations, and set up new accounts. You will promptly answer emails and calls from the client. You will assist clients with a variety of tasks by leveraging resources and collaborating with peers and management. Organization is critical to success in this role.You will use an agile approach to your workday and prioritize multiple daily tasks. You will provide updates to the advisors and your managers on account statuses and requests. Follow through and follow up on tasks are imperative.
You will partner with the team you support and become an extension of the advisors, which is critical for success.
Education & Experience RequirementsThis 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 66Working Conditions & Physical RequirementsOffice 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 #job- { display: inline; }var _apply = _apply || []; var _applybase = ''; (['setKey', 'ikkqqjktpbzbacuifzyr']); (['start']); (function() { var apply = document.createElement('script'); = 'text/javascript'; = true; = ''; var s = document.getElementsByTagName('script')[0]; s.parentNode.
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