IW Senior Account Manager

BOK Financial • Tulsa, OK

3d • Onsite

About The Position

The Institutional Wealth – Senior Account Manager is primarily responsible for administering, managing and overseeing the services delivered to Institutional Wealth Clients. This includes interaction with large clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Trust Operations personnel relating to those issues. The Client Account Manager analyzes, develops and implements solutions for extremely complex account and departmental problems and issues. Generally incumbent works independently, with direction from Institutional Client Advisor.

Requirements

• Bachelor’s Degree and 5-7 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment.

Responsibilities

• Effectively manage and administer assigned Institutional Wealth client accounts, which includes analyzing, evaluating, recommending, and implementing solutions for various complex client-related issues and problems that arise.
• Interact with plan participants, auditors, attorneys, investment managers, and accountants regarding problem resolution and account maintenance.
• Oversee all client services, including calling client contacts to ensure retention, anticipating service needs, communicating enhancements, and resolving any questions or issues presented.
• Plan and implement the transition of new Institutional Wealth clients.
• Assist with analysis and preparation for client investment review meetings, including compiling analytical and report information.
• Research and resolve any self-directed brokerage issues, problems, or disputes for retirement plan accounts or investment management issues for institutional accounts.

Benefits

• BOKF Performance Plan (D02)
• Excellent training and development
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior