More jobs:
Client Associate
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-09-12
Listing for:
UBS
Full Time
position Listed on 2026-09-12
Job specializations:
-
Business
Business Administration
Job Description & How to Apply Below
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
Full Time
Job Reference338502
CityTulsa
Your teamYou’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
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.
Position Requirements
10+ Years
work experience
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