Bad Experience - Client Service Associate UBS Employee Review

1.0
Sep 19, 2025
Recommend
CEO approval
Business Outlook

Pros

They were understanding of the difficulty of the finance tests as I did not come from a finance background.

Cons

Management changes were consistent and caused a lot of mistrust in the management team itself. I will say that I know there are good teams around, but I unfortunately did not have a good experience and here is why. I was told not to report the bad behavior I witnessed by various advisors as I was more likely to be fired than they would be. My cell phone number was given out to clients without my verbal permission and it also violated the employee handbook. I repeatedly witnessed rules being broken by advisors and team members but was scared of retribution to go through with the whistleblowing policy. Client's personal information was shared with me various times via text by an advisor. I was consistently asked to do personal tasks for advisors not within my job description. I was also asked to not conduct an exit interview by a team member. Once I finally got to my exit interview, a manager told me they already knew what went down and no further explanation was needed as I wasn't the first person to leave the team.

Explore other reviews about UBS

5.0
Feb 9, 2026
Recommend
CEO approval
Business Outlook

Pros

I learned a lot while interning here. The staff took time to get to know me. They each introduced me to different aspects of the business and their specific role,s which gave me great exposure to the business. They were flexible on hours and understanding when I had a family emergency in a way other employers have not been or did not need to.

Cons

Not a low-effort position, and could get overwhelming if you were not prepared.

1.0
Jun 6, 2026
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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