Client Service Representative Development Program - January 2026 at UBS Group AG
UBS Group AG · Weehawken, United States Of America · Hybrid
- Junior
- Office in Weehawken
Your role
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.
Detailed salary information:
• Weehawken: the salary range for this role is $60000 to $77000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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.
Detailed salary information:
• Weehawken: the salary range for this role is $60000 to $77000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
City
Nashville, Weehawken
Job Type
Full Time
Country / State
United States - New Jersey, United States - Tennessee
Function Category
Operations
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Your team
You’ll be working in the Client Service Experience Center in Weehawken or Nashville. The Client Service Experience Center is the contact center that supports our US Wealth Management clients and colleagues. 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
• you will need to have a bachelor’s degree, 2024 and 2025 graduates welcome
• strong verbal / 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
#LI-Multi
• strong verbal / 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
#LI-Multi
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.
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
Salary information
US Only: The expected salary range for this role is $60000 to $77000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
