Req ID: 77764
Location: Tulsa -TUL
Areas of Interest: Wealth Management Operations
Pay Transparency Salary Range: Not Available
Application Deadline: 04/12/2026
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: Discretionary
Summary
Were building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. Youve come to the right place to grow your career.
Job Description
The WMS Business Coordinator I is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator I works very closely with BOKF line of business team members, internal processing groups, external custodians and brokers to ensure that the account reflects the needed results.
Team Culture
We act with honor and truthfulness and live our company values every day. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships. All team members are stakeholders and are encouraged to share their ideas and best practices. We provide cross-training and collaboration, as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed.
We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial's generous contributions to local organizations and the numerous ways we give back to our communities.
How Youll Spend Your Time
You will perform various duties that are centralized within the Wealth Management Services group for client accounts. You will serve as a backup role for other needs within the business group. You will pro-actively identify solutions or resources to complete any exception processing. You will work with management to properly document processes.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of an Associate's Degree in a business related field and 3+ years' experience in the security industry; or equivalent combination of education and experience.
Working Conditions & Physical Requirements
Office - 20 lbs
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.
Please contact recruiting_coordinators@bokf.com with any questions.
We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.