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Location Information Houston, TX
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Wealth Management Jobs

BOK Financial is a $26 billion, a regional financial services company based in Tulsa, Okla. and is comprised of seven bank brands in eight states – Bank of Albuquerque, Bank of Arizona, Bank of Arkansas, Bank of Kansas City, Bank of Oklahoma, Bank of Texas, and Colorado State Bank and Trust. Subsidiaries include BOSC, Inc., Cavanal Hill Investment Management, TransFund and BPE Consulting Group, LLC.

We value our employees and believe that our people are at the heart of our success. That's why we place such a high value on recruiting, training and retaining the highest caliber professionals in the industry. Our Wealth Management team prides itself on having more than five decades of experience in managing wealth, successful individuals, families and institutions and assisting with professional guidance to protect and preserve assets. Learn more about a career in Wealth Management.

Job Opportunity

INSTITUTIONAL WEALTH MANAGEMENT – CLIENT ACCOUNT MANAGER

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Job Location: Houston, TX
Job ID: 2014-10788

Job Details:

Overview:

BOK Financial (BOKF), based in Tulsa, Oklahoma, is one of the top 25 bank holding companies in the U.S. The company's stock is publicly traded on NASDAQ under the ticker BOKF. BOK Financial's holdings include BOKF, NA, BOSC, Inc., Cavanal Hill Investment Management, Inc. and The Milestone Group, Inc. BOKF, NA operates the TransFund electronic funds network and seven banking divisions: Bank of Albuquerque, Bank of Arizona, Bank of Arkansas, Bank of Kansas City, Bank of Oklahoma, Bank of Texas, and Colorado State Bank and Trust.

Our continued growth can be attributed to focusing on core objectives which include investing in top talent, maintaining diverse revenue streams and expanding our regional presence with the goal of becoming the premier financial services provider in each of our markets.

Join us as a Institutional Wealth Management – Client Account Manager

The Institutional Wealth Management – Client 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.

Responsibilities:
  • Effectively manages and administers assigned accounts. Analyzes, evaluates, recommends and implements solutions for various complex client related issues and problems that arise. This includes problem resolution with large client accounts and/or exceptions; serves as liaison between trust operations and client; performs complex research, develops solutions and communicates the resolution of the problem to client. Interact with plan participants, auditors, attorneys, investment managers, and accountants via telephone, e-mail, written communications or meetings regarding problem resolution and/or account maintenance; serves as liaison between Trust Operations and client; performs research and communicates the resolution of the problem to client.
  • Oversees all services provided to the client. Calls on client contacts to ensure client retention; anticipates service needs, communicates enhancements; resolves any questions or issues presented by clients. Manages all Institutional Wealth services provided to the client. Delivers Institutional Wealth Services which may include coordinating with Trust Operations, Trust Investments, Trust Tax, and Trust Legal.
  • Plans and implements the transition of new Institutional Wealth clients including large and complex account relationships; communicates with prior service providers and new client; organizes transfer of assets, coordinates transfer of recordkeeping data (for retirement plans); reviews all legal and other documentation regarding the transfer; develops and drafts suggested language where appropriate. Drafts and develops all forms of written communication that are necessary for the plan transfer.
  • Assists with the analysis and preparation for client investment review meetings. Includes compiling analytical and report information; reviews information for accuracy.
  • Researches and resolves any self-directed brokerage issues, problems or disputes for retirement plan accounts or investment manager issues for institutional accounts, including those issues at the highest level of complexity. Researches and resolves any self-directed brokerage issues, problems or disputes for retirement plan accounts or investment manager issues for institutional accounts, including those issues at the highest level of complexity.
  • Sets personal example of commitment, responsiveness, ethics, professionalism, courtesy and appearance. This is done by: keeping current with laws relating to institutional trusts and agency accounts; successfully completing educational or development training; participating in and supporting special projects as requested; providing input and participating in quality improvement; and, serving on internal committees as requested by manager.
Qualifications:

This level of knowledge is normally acquired through completion of a Bachelors 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.

  • Advanced knowledge of accounting practices and principles in order to effectively evaluate problems with trust statement activity and plan information
  • Advanced knowledge of Retirement plans and Institutional Accounts; ERISA and IRS Regulations and applicable rules and regulations cover retirement plans and other accounts
  • Advanced knowledge of investments including different types of investments and styles, as well as the basics of asset allocation and retirement planning
  • Advanced knowledge of self-directed online brokerage system and documentation and Brokerage, Settlement and trading functions.
  • Thorough knowledge of PC, including knowledge of word processing and spreadsheet applications, trust and recordkeeping systems, web based systems utilized by clients, investment managers and participants
  • Excellent oral, written and communication skills, including interpersonal skills
  • Ability to analyze highly complex information and data in order to develop and recommend solutions in challenging projects

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership YOU can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. We are committed to providing 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, sexual orientation, genetic information or veteran status.

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