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Wealth Client Associate — Finance & Service Pro

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: UBS
Full Time position
Listed on 2026-10-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

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

Are you ready to take on the Wealth Client Associate — Finance & Service Pro role at UBS?

Our team is growing, and we are hiring a Wealth Client Associate — Finance & Service Pro in Tulsa, OK, United States.

This role is for the Wealth Client Associate — Finance & Service Pro role at UBS.

Position Requirements
10+ Years work experience
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