Client Service Specialist
Company: Bok Financial
Location: Coppell
Posted on: July 1, 2025
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Job Description:
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 youve 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 Youll 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 Requirements 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.
Keywords: Bok Financial, McKinney , Client Service Specialist, Accounting, Auditing , Coppell, Texas
