BOK Financial · 11 hours ago
Client Service Specialist
Albuquerque, NM
Full-time
Onsite
Mid Level
3+ years expBOK Financial is a leader in the financial world with a focus on building lasting relationships with clients. The Client Service Specialist is responsible for providing operational, administrative, and sales support to Financial Consultants, ensuring efficient processing of operational functions and delivering exceptional client service.
BankingCredit CardsFinancial Services
Responsibilities
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
Qualification
Required
Bachelor's Degree in Finance or related field of study
3-4 years of directly related experience in investment sales/operations or 5-7 years equivalent combination of education and experience
FINRA Series 7
FINRA Series 63 or Series 66
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
Company data provided by crunchbase