Exchange Onboarding Specialist I

BOK Financial•Tulsa, OK

About The Position

The Exchange Onboarding Specialist I provides comprehensive technical and operational support to Wealth Account Administrators, internal business partners, and external clients. The role ensures accurate and timely implementation of Wealth products, including Exchange and related offerings. Acting as a coordinator and consultant, the specialist guides internal business partners through product setups to support seamless integration and optimal performance. The team collaborates to meet client objectives and values diverse perspectives in a respectful environment. BOK Financial describes itself as a stable, financially strong organization that provides training and development to support employees’ long-term careers.

Requirements

Bachelor’s degree and 1–2 years of experience in a bank operations environment, or 3–5 years of equivalent work-related experience in a technical environment.
Basic knowledge of wealth management products and services.
Problem-solving skills and the ability to analyze issues within interconnected applications, with keen attention to detail.
Ability to understand operating systems best practices and standards.
Time management and prioritization skills, including the ability to meet deadlines in a high-pressure, fast-paced environment while maintaining high-quality work.
Excellent relationship-building skills.

Responsibilities

Ensure accurate documentation, configuration, and implementation of client setups across Wealth products and systems.
Analyze client setups within complex systems and coordinate with internal and external partners as needed.
Communicate with, consult, and train internal and external partners on Wealth product setups and functionality.
Assist Product Management in identifying opportunities for departmental improvement.
Support Wealth Exchange during conversions and upgrades by completing cleanup projects.