IW Client Account Manager
IW Client Account Manager
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Job Description
Req ID:76701
Location:Dallas -DAL Fort Worth -FTWT
Areas of Interest:Wealth Management; Institutional/401(K) Services; Trust
Pay Transparency Salary Range:Not Available
Application Deadline:07/31/2025
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
Summary
If you are looking for a job that combines a passion for innovation an opportunity for growth and a culture of teamwork then youve come to the right place. We have an exciting opportunity awaiting someone like you!
Job Description
The Institutional Wealth 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.
Team Culture
We achieve more together by being involved committed and collaborative. We respect honor and praise one another for a job well done. We celebrate each others wins big and small.
How Youll Spend Your Time
- You will effectively manage and administer assigned Institutional Wealth client accounts which includes analyzing evaluating recommending and implementing solutions for various complex client-related issues and problems that arise.
- You will interact with plan participants auditors attorneys investment managers and accountants regarding problem resolution and account maintenance.
- You will oversee all client services including calling client contacts to ensure retention anticipating service needs communicating enhancements and resolving any questions or issues presented.
- You will plan and implement the transition of new Institutional Wealth clients.
- You will assist with analysis and preparation for client investment review meetings including compiling analytical and report information.
- You will research and resolve any self-directed brokerage issues problems or disputes for retirement plan accounts or investment management issues for institutional accounts.
Education & Experience Requirements
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.
Working Conditions & Physical Requirements
BOK Financial Corporation Groupis 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 todayand 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.
Required Experience:
Manager
Employment Type
Full-Time
