UBS Client Associate reviews

3.5

74% would recommend to a friend

(206 total reviews)
avatar

Sergio P. Ermotti

85% approve of CEO

70% positive business outlook

Client Associate employees have rated UBS with 3.5 out of 5 stars, based on 206 company reviews on Glassdoor. This indicates that most Client Associate professionals have a good working experience there. UBS is rated in line with the average (within 1 standard deviation) by Client Associate professionals compared to other employers within the Finanzen industry (3.7 stars).

Reviews by job title

206 reviews
2.0
Jun 27, 2018
Recommend
CEO approval
Business Outlook

Pros

The culture seems pretty good. Plenty of days off - vacation, sick, personal, family care, etc.

Cons

I am a registered CSA and there are 0 routes for me to take for advancement. I've spoken to my team, my manger and it just seems that CSA's are really not an important role to UBS.

1.0
May 23, 2018

Client Service Associate

Recommend
CEO approval
Business Outlook

Pros

Generous time off, banker hours, experience looks good on resume, and entry into the industry (kinda), free coffee, occasional free lunch

Cons

I had a great relationship with the office management during my internship and when I began working full-time out of college with my aspirations known to move into a program that pipelines one to become an advisor. I received numerous endorsements for two separate programs from many well regarded advisors, however HR seems spitefull of those seeking greater advancement and opportunity. There seems to be a Stark divide between the advising and support sides of the house. While eventhough advisors can recommend you for open positions, the HR would rather keep you tied on the support side and hire outside. I feel like I've wasted time pursing an opportunities that were closed by someone simply either not hire another for my position or because of the old "buy your time" card. The advisors are aging as the business is changing and many see that in order to keep up with online/discount broker firms they must adapt and bring in ambitious younger talent to seek new business and be taught the art of the relationship, but this is not allowed by HR and you are better off coming directly into UBS from the outside. My suggestion is, if you are under 40 years old do not bother looking at UBS unless you will be directly hired as a FA. Ultimately, this is leading to me to leave UBS.

4.0
Jan 2, 2018
Recommend
CEO approval
Business Outlook

Pros

In-depth training program, great work environment, great hours, you're able to leave work at work, paid vacation time, great maternity leave allowance, good benefits, beautiful office

Cons

It is possible to become stagnant in your position but that isn't necessarily a bad thing, parking is a pain in providence you will have to pay a hefty monthly fee somewhere but there are compensation programs that can help that are offered.

Viewing 172 - 174 of 206 Reviews

Glassdoor has 19,514 UBS reviews submitted anonymously by UBS employees. Read employee reviews and ratings on Glassdoor to decide if UBS is right for you.