Posted: Tuesday, January 2, 2018 7:48 PM
Areas of Interest:Admin Support; Oil and Gas/Mineral Management; Wealth Management
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.
The Relationship Associate II is responsible for working directly with client Bank Officers and High Net Worth Clients accross several delivery platforms. This position will focus on Mineral Management. This position partners with a Private Banker, Trust Officer, Financial Planner or Client Advisor and is focused on delivering superior client service; works under limited supervision.
PRINCIPLE DUTIES AND RESPONSIBILITIES:
:Interacts with clients, investment managers, attorneys, brokers, oil and gas companies, accountants via telephone, written communications, or meetings regarding problem resolution and/or account maintenance ; serves as liaison between operational and support areas and customer; performs title and other research and communicates resolution of problem to customer; resolves questions and problems presented by clients concerning transactions in their accounts and day to day operational issues.
:Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from clients, and requests from clients are processed timely; deposits, distributions, wire transfers.
:Assists in the performance of complex administrative activities, which may include Regulation 9 reviews, account distributions, court inventories, accountings, account exception clearing, research or reconcilation of payments from Oil and Gas companies.
:Prepares documents for management review and reporting. This may include new product proposals, sales presentations, new business reports, client performance reports in general.
KNOWLEDGE, SKILLS and ABILITIES:
:General Oil and Gas industry knowledge or experience
:General Surface or Mineral Title knowledge or experience
:Knowledge and understanding of brokered and managed investments
:Thorough knowledge of Trust regulations
:Thorough knowledge of investment systems, report generation, and information gathering
:Excellent customer relation skills focused on delivering superior service quality
:Excellent PC skills including spreadsheet and word processing applications and proprietary applications
:Excellent oral and written communication skills
This level of knowledge is normally acquired through a Bachelors degree along with 1:2 years of experience; or 7:8 years of equivalent work related experience.
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.
Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property
• Location: Tulsa
• Post ID: 18679957 tulsa