Wealth Client Associate — Finance & Service Pro

UBS; Tulsa (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Tulsa, OK is seeking a Registered Client Associate to support client service and account activities in our local branch. You will keep client records up to date, educate clients on account services, assist with preparing reports for meetings, and help open new accounts, all while delivering accurate information with excellent communication and teamwork.

Join a collaborative team at UBS that emphasizes integrity, client focus and professional development in a dynamic wealth management

Qualifications

• Two years of client service experience in the finance sector is preferred.
• Bachelor's degree is preferred.
• Excellent communication skills are required.
• Attention to detail is essential.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist 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.

Skills

Series 7 license

Series 66 license

Client service experience

Communication

Attention to detail

Microsoft Office

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

UBS in Tulsa, OK is seeking a Registered Client Associate to support client service and account activities in our local branch. You will keep client records up to date, educate clients on account services, assist with preparing reports for meetings, and help open new accounts, all while delivering accurate information with excellent communication and teamwork.

Join a collaborative team at UBS that emphasizes integrity, client focus and professional development in a dynamic wealth management