Client Associate

UBS; Tulsa (OK); On-site; USD 40,000 - 60,000; Full time

Job summary

UBS is seeking a Client Associate for its Tulsa, Oklahoma Branch. You'll be responsible for maintaining client information and preparing materials for meetings.

The ideal candidate has 2 years of experience in client service, preferably in the finance sector, excellent communication skills, and proficiency in Microsoft Office Suite. Join us and empower individuals through excellent service.

Qualifications

• Ideally 2 years of experience in client service, within the finance sector.
• Excellent communicator with solid interpersonal skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help with the preparation of reports and other materials for client meetings.
• Collect the right documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.

Skills

Client service experience

Interpersonal skills

Detail oriented

Proficiency in Microsoft Office Suite

Education

Bachelor degree preferred

Tools

Microsoft Office Suite

Job description

Your role

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Job Type

Full Time

Job Reference

338502BR

City

Tulsa

Your team

You’ll be working in the Tulsa, Oklahoma Branch. As a Client Associate, you’ll play an important role in our branch.

Your expertise

• series 7 and 66 licenses (for registered CSAs only)
• ideally 2 years of experience in client service, within the finance sector
• Bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.