About this role
Client Service Specialist at BOK Financial Careers. Location: Plano, Texas, United States. Role: supporting advisors, processing trades, preparing materials Requirements: Requires FINRA Series 7 and Series 63 or 66, bachelor's degree in finance/economics preferred, 3+ years investment sales/operations experience, knowledge of bonds and banking practices, strong PC and communication skills. Category: Finance Seniority: Mid Level Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English