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      UBS

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      UBS reviews

      UBS CSA review - Client Service Associate UBS Employee Review

      4.0
      Nov 15, 2010
      Client service associate
      Recommend
      CEO approval
      Business Outlook

      Pros

      Client Service Associate is an entry level position, good for someone trying to break into financial advising. The pay is also steady.

      Cons

      UBS once had historic roots in Zurich, Switzerland; a legend based on privacy, relationships, and investment knowledge. Now, little of that is true.

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      5.0
      Jun 7, 2026
      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Large, diverse, intense, great culture

      Cons

      slow to deliver innovations and takes a long time to navigate through processes

      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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