Not a good place for support staff - Recensione dipendente - Registered Client Service Associate presso UBS

2,0
18 feb 2020
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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

Svantaggi

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
18 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

work life balance, nice office, hybrid, fleixible

Svantaggi

none, i enjoy the work i do

1,0
6 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

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

Svantaggi

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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