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BOK Financial · 1 week ago

IW Senior Trust Associate

Dallas, TX, US, 75001

Full-time

Onsite

Mid, Senior Level

3+ years exp

BOK Financial Corporation is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. The Senior Trust Associate is primarily responsible for managing and overseeing the services delivered to IW Clients, serving as a backup to the Relationship Manager, and interacting with complex clients to deliver solutions and resolve issues.

BankingCredit CardsFinancial Services

Responsibilities

You will work to problem solve with large client accounts and serve as a liaison between Wealth Management services and the client

You will perform complex research and deliver solutions to clients

You’ll interact with clients, plan participants, auditors, attorneys, investment managers and accountants for problem resolution and account maintenance

You will research and resolve any issues related to retirement planning

You’ll serve as backup to the Relationship Manager in any absence

You will attend meetings with clients and prepare and present information

You will be responsible for all detailed account documentation

You will work in excel, Microsoft Office and company software