Job description
The Brokerage Operations Specialist I will specialize in one of two departments: Asset Movement or New Accounts, in support of BOK Financial Securities accounts within NetX360. These responsibilities include, but are not limited to, level II approval of New Account opening, money movement processing/approval, account maintenance processing/approval, document review/approval. Works closely with Financial Advisors, Client Support Specialists, Pershing, and other team members to ensure timely and accurate processing.
- Strong attention to detail; ability to complete tasks in a timely and efficient manner, focusing on detailed execution and accuracy.
- Excellent time management skills; ability to prioritize and execute high volumes of workload
- Basic PC and Software application experience including Excel, Microsoft Word, and Adobe
- Excellent communication and interpersonal skills, including oral and written communication skills, and professional etiquette.
- Must have the ability to handle difficult conversations and communicate complex policies and guidelines clearly and concisely.
- Excels when working as a team, proven ability to work collaboratively with others
- Experience with the following applications ideal, but not required: NetX360, Morningstar, MoneyGuide Pro, Salesforce, TPSS
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.
seankuhnke.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, seankuhnke.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, seankuhnke.com is the ideal place to find your next job.