BOKFS New Business Coordinator I
Req ID:
60964
Job Location:
Tulsa Tulsa OK
Areas of Interest:
Wealth Management Operations; Wealth Management
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ:
BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Base Salary Range
$43,000 - $60,308Bonus Type
DiscretionarySummary
We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.
About the Role
As a client services team member, you will work closely with financial consultants, sales managers, and other team members to ensure new brokerage accounts are opened in a timely manner. Your primary focus will be ensuring that customer information and document requirements are met in regards to Know Your Customer, Customer Identification Procedures, and FINRA guidelines.
What You Can Expect
You are the first level of approval when new customer accounts are submitted. You will manage the problem resolution process between the front office and the clearinghouse. You will assist financial consultants with inquiries regarding new accounts by performing research on various systems. You will ensure the financial consultant is aware of the actions taken and/or needed by maintaining close communication.
Team Culture
We ve created a safe space for you to brainstorm, ask questions, and find solutions together, as a team. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.
How You'll Spend Your Time
- You will monitor and approve new customer accounts, including information accuracy and completeness, categorization of account/customer type, review of documents submitted, and final assessment/approval of account documentation completion.
- You will monitor items for attention and work with financial consultants to upload missing documents and notify the clearinghouse.
- You will maintain physical and electronic records and manage filing of new account forms.
- You will process account maintenance requests, including change of representative, advisory conversions, and managed account fee changes.
- You will maintain current and accurate department procedures and documentation for audits.
We'd Like to Talk to You
DETAIL ORIENTED:
You will follow our established standards and have good judgment so you can escalate situations when appropriate. A passion for doing the job right the first time brings us joy. Accuracy, follow up, and follow-through are vital for this role.
COMMUNICATION:
You will need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.
RELATIONSHIP BUILDER:
You enjoy building relationships with internal and external clients.
TEAM BUILDER:
Your ability to listen, collaborate, respond, coach, and provide constructive feedback will set your team up for success.
POSITIVE ATTITUDE:
You enjoy working with others and remain positive in a fast-paced work environment.
PROBLEM SOLVER:
You function effectively when under pressure and/or while experiencing rapidly changing or uncertain conditions to maintain business operations.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor s Degree and one year of experience in investment sales/operations or 2-3 years equivalent work related experience.
- Series 99 or equivalent (or ability to obtain within 90 days of hire)
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
