Client Service Representative Development Program - Jan 2027

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.