Client Associate
UBS · Tulsa, OK · 2 mo ago
On-siteOTHRFull-time
About the role
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
Location: Tulsa, Oklahoma
About your team
You’ll be working in the Tulsa, Oklahoma Branch. As a Client Associate, you’ll play an important role in our branch.
Requirements
- 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
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.