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      Not a good place for support staff - Registered Client Service Associate UBS Employee Review

      2.0
      Feb 18, 2020
      Registered client service associate
      Recommend
      CEO approval
      Business outlook

      Pros

      Good support staff and great benefits. Good time off and 401k.

      Cons

      Client Services Associates were expected to work with 5 plus Financial Advisors and their hundreds of clients each. Also, filled in at reception for breaks and their days off. With high net worth client's expecting you to be available to help at the same time. Unfortunately, the support staff was overstretched. Management do not protect or fight for the support staff even when a broker is abusive and they are aware of their behavior. Abusive FAs were just passed off on the next CSA when the CSA complained.

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      5.0
      Apr 18, 2026
      Client service representative
      Recommend
      CEO approval
      Business outlook

      Pros

      work life balance, nice office, hybrid, fleixible

      Cons

      none, i enjoy the work i do

      1.0
      Jun 6, 2026
      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      Very minimal pros- you are working in a call center under managers with very little experience.

      Cons

      Managers are useless. The greater organization refers to the Wealth Advice Center as the “WAC”… yes…. wack. It has a double meaning and the advisors on the ultra high net worth teams are known to make fun of this call center. Very unserious role.

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