BOKFS Relationship Manager

Company Name: Bank of Oklahoma

Location: Oklahoma City, OK, US - 73102

Job Duration: 2025-03-22 to 2025-04-21

Overview

Req ID: 76257 

Location: Oklahoma City -OKC, Tulsa -TUL 

Areas of Interest: Brokerage Services; Wealth Management Operations 

Pay Transparency Salary Range: Not Available 

Application Deadline: 04/02/2025

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Discretionary

Summary

You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business. 

Job Description

The BOKFS Relationship Manager will provide a single point of contact for consultation on service related requests. Responsibilities will include providing quality customer service through accurate and timely phone, email and IM based transactions. Deliver immediate assistance with questions, workflows and general inquiries from sales branch staff and clients in order to enhance the customer experience.

Required to have a Series 7 and 66.

Team Culture

You will serve unique and individualized needs for our client accounts, while operating within defined policies and procedures. Your strategic thinking will help you create efficiencies to meet client needs and reduce potential errors. You will have significant decision making authority and responsibility for solving problems, customer complaints, and requests for special reporting.

Integrity is the foundation on which coworkers trust, build relationships, and build effective interpersonal relationships. We live the company values in everything we do. We act with honor and truthfulness.

How You’ll Spend Your Time

  • You’ll have heavy interaction with advisors and high level issues
  • You will be the single point of contact for consultation and problem solving
  • You will use your strong operational knowledge and skills to assist with duties such as asset movement, new business, training, customer service and research.
  • You’ll assist with projects and work as a liaison to manage timely resolution to service issues
  • You will work in NetX360 to provide information to the Financial Advisor (NetX360 experience would be very beneficial)

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or Economics and 4-6 years of experience investment sales/operations or 9-11 years of equivalent work related experience.  Series 7 and 66 required.

Working Conditions & Physical Requirements

Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
 
The companies in BOK Financial Corporation Group are equal opportunity employers.  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, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.