Client Service Representative Development Program - Jan 2027

Job description

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.

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.