BOKFS Operations Specialist, Commissions Support

Req ID: 73474

Location: Tulsa -TUL

Areas of Interest: Finance; Wealth Management; Wealth Management Operations

Pay Transparency Salary Range: Not Available

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies

Bonus Type

Summary

Job Description

The Retail Client Services Lead is primarily responsible for middle office support of financial consultants. The position is a control point for the various operational processes related to revenue, commissions, and vendor relations. Point of contact for problem resolution between fund/insurance companies, Pershing, and financial consultants. Responsible for recording and reconciling fund-direct business. Works closely with compliance and senior management on various processes and procedures to ensure firm policies align with FINRA/SEC rules and regulations.

Team Culture

How You'll Spend Your Time

Education & Experience Requirements

Bachelor's Degree in Finance, or 3-5 years of work experience in investment sales/ operations, preferred. Or, 6-10 years of equivalent work related experience. Required licensing: Series 99 and SIE, or the ability to obtain within 180 days of start date.

• Advanced knowledge of PC applications including a high skill level of Excel and spreadsheet applications
• Excellent time management skills; ability to handle multiple tasks simultaneously in a competent and professional manner
• Goal oriented; readily takes action on challenges, identifies and seizes new opportunities
• Team leader; works well with a team as well as independently
• Excellent interpersonal skills, including oral and written communication
• Excellent mathematical and problem solving skills
• Knowledge of accounting and reconciliation principles (preferred)
• Understanding and knowledge of investment products (preferred)

Advertising Source

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.

Please contact [email protected] with any questions.