Head of Private Wealth Client Services
bok financialTulsa, OK
Head of Private Wealth Client Services
bok financialTulsa, OK
yesterday
Industries
Portfolio Management and Investment AdviceAll Other Personal ServicesMiscellaneous Financial Investment ActivitiesAbout the role
BOK Financial in Tulsa is seeking a Managing Director - Private Wealth Client Services to lead a team of Client Service Associates supporting our Private Banking group and high net worth clients.
You will set service strategies, drive efficiency, hire and coach staff, and oversee training, performance reviews, and disciplinary actions as needed, ensuring best-in-class concierge-style service.
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JOB OVERVIEW
Experience level
Manager
Location
Tulsa, OK
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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