WMS Business Coordinator II

Were building a culture at BOK Financial where amazing people (like you) can bring their best be their best and work for the best. Youve come to the right place to grow your career.

The WMS Business Coordinator II is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator II works very closely with BOKF line of business team members internal processing groups external custodians and brokers to ensure that the account reflects the needed results.

We act with honor and truthfulness and live our company values every day. Our foundation of integrity builds coworker trust relationships and effective interpersonal relationships.

All team members are stakeholders and are encouraged to share their ideas and best practices. We provide cross-training and collaboration as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed.

We are deeply connected to our communities and we give our time to a variety of worthy causes. We are proud of BOK Financials generous contributions to local organizations and the numerous ways we give back to our communities.

• You will perform various duties that are centralized within the Wealth Management Services group for client accounts.
• You will serve as a backup role for other needs within the business group.
• You will pro-actively identify solutions or resources to complete any exception processing.
• You will work with management to properly document processes.

This level of knowledge is normally acquired through completion of a Bachelors Degree in a business related field and 1 years experience in the security industry; or equivalent combination of education and experience.