WMS Business Coordinator II (82018)

BOK Financial • Tulsa, OK

23d • Onsite

About The Position

The WMS Business Coordinator I is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator I works very closely with BOKF line of business team members, internal processing groups, external custodians and brokers to ensure that the account reflects the needed results. 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.

Requirements

• Associate’s Degree in a business related field and 3+ years’ experience in the security industry; or equivalent combination of education and experience.

Responsibilities

• Perform various duties that are centralized within the Wealth Management Services group for client accounts.
• Serve as a backup role for other needs within the business group.
• Pro-actively identify solutions or resources to complete any exception processing.
• Work with management to properly document processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree