Client Services Representative

BOK Financial•Dallas, TX

9d•Onsite

About The Position

The Client Services Representative is primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have a focus on one of the four disciplines, depending on company needs. This position is focused on delivering superior client service; works under limited supervision.

Requirements

Experience supporting assigned clientele with an affinity for providing personalized service.
Extraordinarily high degree of professional polish required.
Excellent time management, multi-tasking, and follow up skills.
Beginner to intermediate knowledge of investment products and the financial service industry.
Self-directed and self-motivated individual with the ability to work in a team-oriented environment.
Exceptional verbal and written communication skills.
High attention to detail.
Intermediate knowledge of Microsoft Office Suite and CRM software applications.

Nice To Haves

Investment advisory firm experience highly desired.
Experience working with custodians and contra firms preferred.
Experience with Salesforce and Tamarac Advisor Xi preferred.

Responsibilities

Maintain and develop relationships with current clients and their accounts as well as set up new accounts.
Promptly answer emails and calls from the client.
Assist clients with a variety of tasks by leveraging resources and collaborating with peers and management.
Be the “go-to” for your Advisor team.
Provide sales support, customer service and be the operational subject matter expert for the Financial Advisors.
Partner with the team you support and become an extension of the advisors, which is critical for success.