Wealth Management Client Associate

Talentify.io

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. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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