IW Client Account Manager
BOK Financial
Houston, TX 77001
Description
Req ID: 77138
Location: Houston -HOUS
Areas of Interest: Institutional/401(K) Services; Wealth Management
Pay Transparency Salary Range: Not Available
Application Deadline: 10/31/2025
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
Formula Based
Summary
If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've 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 other's wins, big and small.
How You'll 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 Bachelor’s 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
Office
BOK Financial Corporation Group is 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 today and 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.
Apply today and 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.
Please contact recruiting_coordinators@bokf.com with any questions.