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BOK Financial Corporation

Senior Trust Advisor - Institutional Wealth

BOK Financial Corporation, Dallas, Texas, United States, 75215

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A leading financial services company in Dallas seeks an experienced IW Senior Trust Associate for managing institutional wealth client accounts. This role involves addressing complex client needs, providing sound advice, and serving as a backup to the Relationship Manager. Candidates should have a Bachelor's degree combined with relevant experience in retirement or institutional trust services. A passion for client interaction and problem-solving is essential. This position supports a collaborative team culture focused on integrity and effective communication. #J-18808-Ljbffr