Client Services Manager

Req ID: 75211

Location: Scottsdale -SCOTT

Areas of Interest: Lending; Trust

Pay Transparency Salary Range: Not Available

Application Deadline: 09/30/2024

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

Formula Based

Summary

BOK Financial is a place where talent thrives and careers grow, with a focus on delivering premier service to employers and their employees. The role involves managing a team that supports Account Executives and Consultants, overseeing day-to-day activities, and ensuring procedures are followed. It's a flexible position that encourages strategic thinking, problem-solving, and offers opportunities for advancement, all within a culture of teamwork and innovation.

Job Description

The Client Services Manager, works with Insurance leadership, and the team, in creating and realizing a vision of delivering premier service to employers and their employees. Responsible for managing team members who support Account Executives and Consultants. Direct and coordinate day-to-day activities, mentor and manage team members, and oversee procedures and processing.

Team Culture

In this role, you'll face daily challenges that motivate you, working with various stakeholders to solve problems and maximize volume. The position is built on integrity and company values, offering opportunities for knowledge growth and skill development. It's a flexible role with room for advancement, allowing strategic thinking to meet client needs within policies, and offering decision-making authority to resolve issues, all while working with a dedicated team at BOK Financial, a trusted industry leader.

How You'll Spend Your Time

• You will, as a leader, inspire and guide your team towards excellence, fostering professional growth, resolving conflicts, retaining staff, ensuring effective communication, meeting client expectations, and continuously enhancing team engagement and client satisfaction.
• You will, in collaboration with Insurance leadership, guide policy revisions, implement improvements, oversee initiatives, and maximize the use of automation systems like Apprize, Epic, and CodeSixFour for efficiency.
• You will oversee departmental operations, set work priorities, identify training needs, recommend staff augmentation, and exercise managerial authority in performance evaluations, salary recommendations, discipline, counseling, incentives, and terminations.
• You will be involved in strategic planning and budget management for the Employee Benefits Group, serve as an alternate contact for BIA and BCP plans, and participate in operational activities such as audit, compliance, commissions, payroll, and accounting.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree with 5 year(s) experience in the employee benefits industry and a minimum of 3 years of supervisory experience.

Working Conditions & Physical Requirements

Office

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.

Scottsdale, AZ, US, 85054
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