Operations

Global Wealth Management

Your role

The Client Service Experience Center is the contact center that supports our US Wealth Management clients and colleagues. Through CSEC Accelerate - our 18-month career progression program - you will build your wealth management knowledge through business training and first-hand experience. Building the necessary skills as we prepare you for your next career step at UBS.

This Accelerate program consists of three 6-month segments where your learning builds over time through critical skills segments that include successful client conversations and basics of financial services; as well as additional in depth content specific to a wealth management desk. There is an opportunity to complete the SIE, obtain a Series 7 and Series 63 (or alternatively a Series 66) license and you will be offered training and support along the way. At the end of the 18-month program, a place out process will take place to identify the right next role for our Accelerate participants.

Do you want to be part of the team creating a best-in-class service experience for our clients while building the skills for a career at UBS? Are you hungry to learn and find solutions for our clients and colleagues?

We’re looking for participants in our CSEC Accelerate Program to:
• Provide exceptional service through an omni-channel environment to make it easier for our clients and advisors to do business.
• Communicate effectively to educate clients on account services and capabilities.
• Diagnose problems through active listening and effective questions and own to resolution.

Job Reference #

322367BR

City

Nashville, Weehawken

Job Type

Full Time

Your team

You’ll be working in the Client Service Experience Center in Weehawken or Nashville. We are a driven and diverse team with over 250 people working in close partnership with GWM Americas and functions to drive a best-in-class client experience. The Client Service team mission is to create an excellent client and field experience through inclusive partnership, the collective knowledge of the team and identification of opportunities to drive business decisions.

Your expertise

• strong verbal and written communication and relationship-building skills
• exceptional service mindset with focus on active listening
• proficient in Microsoft Office, Windows and basic computer hardware understanding
• excellent organization and time management skills
• 4-year degree in related field preferred but not required

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.