Client Services Specialist – Financial Accounts (Tulsa)

Talentify; Tulsa (OK); On-site; USD 60,000 - 85,000; Full time

Job summary

UBS in Tulsa is seeking a Registered Client Associate to support a growing client-servicing team in our local branch. You will maintain client records, assist with account openings, and help prepare client meeting materials.

Ideal candidates hold Series 7 and 66 licenses (CSA). 2 years in client service in finance, a Bachelor's degree, and strong communication are preferred. Proficiency with Microsoft Office Suite is required.

Qualifications

• Series 7 and 66 licenses (for registered CSAs only).
• Bachelor's degree preferred.
• 2 years of client service experience in finance is ideal.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong accuracy.

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

Finance sector experience

Excellent communication

Interpersonal skills

Detail oriented

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

UBS in Tulsa is seeking a Registered Client Associate to support a growing client-servicing team in our local branch. You will maintain client records, assist with account openings, and help prepare client meeting materials.

Ideal candidates hold Series 7 and 66 licenses (CSA). 2 years in client service in finance, a Bachelor's degree, and strong communication are preferred. Proficiency with Microsoft Office Suite is required.