Securities Services Ops Specialist II (Asset Control/Account Opening)
BOK FinancialAbout the role
Req ID: 78249
Location: Tulsa -TUL
Areas of Interest: Administrative; Bank Operations; Professional; Wealth Management Operations
Pay Transparency Salary Range: Not Available
Application Deadline: 07/17/2026
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
Summary
If you are looking for a role that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!
Job Description
The Securities Services Operations Specialist II is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance and Audit departments, external depository’s, vendors and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements. This position provides training and guidance and serves as an escalation point for issues requiring urgent and immediate resolution as well as a subject matter expert for support personnel for high risk processes.
Team Culture
We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.
How You'll Spend Your Time
- Review, interpret, and process account opening documentation to ensure accuracy, completeness, and compliance with established procedures.
- Manage a high-volume workload while effectively balancing competing priorities and meeting daily processing deadlines.
- Assess incoming requests and prioritize work based on changing business needs and account opening requirements.
- Serve as a key point of contact between internal partners, advisors, and external stakeholders to support smooth account onboarding and issue resolution.
- Monitor and manage shared team inboxes, ensuring timely responses and follow-up on account-related requests.
- Utilize Adobe Acrobat and other document management tools to review, edit, and maintain account documentation.
- Analyze trust account information and apply detailed instructions to support accurate account setup and maintenance.
- Deliver exceptional service to internal business partners and external clients through proactive communication and attention to detail.
- Identify opportunities to improve efficiency, maintain compliance standards, and support operational excellence
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Accounting or Finance and 5-7 years of directly related experience in a high volume securities operations environment is preferred or an equivalent combination of education and experience.
- Advanced working knowledge of a broad variety of securities and Wealth Management accounting systems.
- Advanced PC and operating software application skills.
- Thorough knowledge of acco
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