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BOK Financial · 13 hours ago

IW Client Account Manager

Oklahoma City, OK

Full-time

Onsite

Senior Level

5+ years exp

BOK Financial Corporation is a stable and financially strong organization that provides excellent training and development. The Institutional Wealth – Client Account Manager is primarily responsible for administering, managing, and overseeing the services delivered to Institutional Wealth Clients, including interaction with large clients and problem resolution.

BankingCredit CardsFinancial Services

Responsibilities

You will effectively manage and administer assigned Institutional Wealth client accounts, which includes analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues and problems that arise

You will interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance

You will oversee all client services, including calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving any questions or issues presented

You will plan and implement the transition of new Institutional Wealth clients

You will assist with analysis and preparation for client investment review meetings, including compiling analytical and report information

You will research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts

Qualification

Client Account ManagementRetirement ServicesInvestment ManagementAnalytical SkillsCommunication Skills

Required

Bachelor's Degree

5-7 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment