Client Services Specialist – Financial Accounts; Tulsa)
Listed on 2026-10-11
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
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.
This posting is for the Client Services Specialist – Financial Accounts (Tulsa) role at Harris Computer, based in Tulsa, OK, United States.
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We are looking to fill the Client Services Specialist – Financial Accounts (Tulsa) position at Harris Computer in Tulsa, OK, United States.
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