I worked there, that's about it. - Registered Client Service Associate UBS Employee Review

2.0
Nov 25, 2008
Recommend
CEO approval
Business Outlook

Pros

As a financial advisor that was in a company that was purchased by UBS, I had no choice but to stay. One I was able to leave I did, since I did not like to have to push internal funds.

Cons

They have the same issues as any overly large financial insititution; unless you are extremely..I mean extremely wealthy, you will not get as good as service that you would from your local, smaller financial institution. This is one the main reasons that I left. I would rather be able to work with my clients and help ensure their financial success based upon my knowledge, rather than some stuffed shirt.

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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
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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