Client Services Representative
UBS
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.
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.
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