WMS Business Coordinator II
BOK Financial•Tulsa, OK
•Onsite
About The Position
The WMS Business Coordinator II is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator II 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.
Requirements
- Bachelor’s Degree in a business related field and 1+ 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
