UBS Client Service Associate reviews

3.5

87% would recommend to a friend

(168 total reviews)
avatar

Sergio P. Ermotti

97% approve of CEO

83% positive business outlook

Client Service Associate employees have rated UBS with 3.5 out of 5 stars, based on 168 company reviews on Glassdoor. This indicates that most Client Service Associate professionals have a good working experience there. UBS is rated in line with the average (within 1 standard deviation) by Client Service Associate professionals compared to other employers within the Finanzen industry (3.7 stars).

Reviews by job title

168 reviews
4.0
Jan 31, 2019
Recommend
CEO approval
Business Outlook

Pros

Very family oriented company, with great benefits.

Cons

Salaries are a bit low and bonuses are no longer offered, pay increases are very low.

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.

Viewing 136 - 138 of 168 Reviews

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