Overview: WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who uses specialized... knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs...
Responsibilities Deliver exceptional, proactive service to the Wealth Client Service team and/or Advisors..., which includes resolving client questions, processing transactions, and responding to ad hoc requests Work closely with CMCs...
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...
: Life insurance and securities licenses Proven track record in financial services, insurance, or wealth management...Associate General Agent – Remote / Hybrid Wisepath • SFC Financial Group As an Associate General Agent...