Wealth Management Client Associate

Talentify; Tulsa (OK); On-site; USD 42,000 - 66,000; Full time

Job summary

UBS in Tulsa, Oklahoma is seeking a Client Associate to support the branch by maintaining accurate client records and educating clients on account services. You will also assist in preparing materials for client meetings and collecting documentation for new accounts and service requests.

The role requires Series 7 and 66 licenses for CSAs, about two years of client service experience in finance, and a Bachelor’s degree.

Qualifications

• Series 7 and 66 licenses (for CSAs only).
• 2 years of client service experience in finance (preferred).
• Bachelor degree preferred.
• Excellent communication and interpersonal skills.
• Detail-oriented; accuracy is important.
• Microsoft Office Suite proficiency.

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.
• Provide the team with a detailed calendar of activities.

Skills

Interpersonal skills

Client service experience

Detail oriented

Excellent communicator

Education

Bachelor degree preferred

Tools

Microsoft Office

Job description

UBS in Tulsa, Oklahoma is seeking a Client Associate to support the branch by maintaining accurate client records and educating clients on account services. You will also assist in preparing materials for client meetings and collecting documentation for new accounts and service requests.

The role requires Series 7 and 66 licenses for CSAs, about two years of client service experience in finance, and a Bachelor’s degree.