IW Client Account Manager

BOK Financial - Oklahoma City, OK

Full-time

Oklahoma City, OK

Credit Intermediation and Related Activities

About the position

The Institutional Wealth - Client Account Manager is responsible for managing and overseeing services delivered to Institutional Wealth Clients. This role involves interaction with large clients and various stakeholders, analyzing complex account issues, and implementing effective solutions. The position emphasizes teamwork, collaboration, and a commitment to client satisfaction.

Responsibilities

• Manage and administer assigned Institutional Wealth client accounts.
• Analyze, evaluate, recommend, and implement solutions for complex client-related issues.
• Interact with plan participants, auditors, attorneys, investment managers, and accountants for problem resolution.
• Oversee all client services, ensuring retention and anticipating service needs.
• Plan and implement the transition of new Institutional Wealth clients.
• Assist with analysis and preparation for client investment review meetings.
• Research and resolve self-directed brokerage issues for retirement plan accounts.

Requirements

• Bachelor's Degree in a relevant field.
• 5-7 years of related experience in Retirement or Institutional Trust Services, or 9-11 years of related work experience in a trust, legal, or investment environment.

Benefits

• 401(k)