Client Service Specialist

BOK Financial•Plano, TX

6d•Onsite

About The Position

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. Our team is built on collaboration, integrity, and a shared commitment to client success. We foster an environment of continuous learning and proactive communication, empowering each member to contribute expertise and drive innovation. Together, we take pride in delivering exceptional results and making a meaningful impact for our clients and communities. We support growth because we believe in the long‑term potential of our people.

Requirements

Bachelor’s Degree in Finance or Economics and 3-4 years’ experience investment sales/operations; or 5-7 years’ equivalent work related experience.
FINRA Series 7, Series 63 or Series 66
Thorough knowledge and understanding of banking practices and policies, including loan documentation requirements and regulations, and deposit account opening and regulations.
Knowledge of bonds and securities and their related tax implications
Working knowledge and understanding of BOKF’s commercial products and services
Excellent PC skills including appropriate systems usage
Excellent interpersonal, verbal, and written communication skills
Excellent customer relations and sales skills
Excellent organization skills; ability to handle multiple tasks simultaneously in a competent and professional manner

Responsibilities

Maintain strong knowledge of each advisor’s client base to deliver consistent, high-quality service and support marketing efforts.
Respond to client inquiries on investment products while proactively resolving issues to prevent escalations.
Use multiple systems to provide pricing, comparisons, and execute trades when advisors are unavailable.
Process trade tickets accurately and use planning tools to support basic financial guidance for retail clients.
Open and maintain client accounts in compliance with Books and Records standards while keeping profiles current.
Manage money movement and account servicing transactions while coordinating with custodians and external firms to resolve issues.
Prepare client presentations and materials highlighting market trends, investment strategies, and supporting data.