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© All Rights Reserved. ApplyBlast.com
BOK Financial Corporation Group
The Client Service Specialist provides operational, administrative, and sales support to Financial Consultants who deliver investment services. This role involves daily servicing activities such as documentation, information gathering, compiling data, and ensuring efficient processing of operational functions with a focus on client needs. The position requires responding to client inquiries, executing trades, processing transactions, and preparing client presentations while maintaining compliance with banking standards.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BOK Financial Corporation Group.
BOK Financial Corporation Group didn’t post a salary, so this is our estimate from similar listings.
30% below the average for this role