Client Service Representative Development Program - Jan 2027
About The Position
This 18-month career progression program, CSEC Accelerate, is designed to build wealth management knowledge through business training and first-hand experience, preparing participants for their next career step at UBS. The program consists of three 6-month segments focusing on critical skills, including successful client conversations, basics of financial services, and in-depth wealth management content. Participants will have the opportunity to complete the SIE, obtain a Series 7 and Series 63 (or alternatively a Series 66) license, with training and support provided. At the end of the program, a placement process will identify the right next role for participants.
Requirements
- Bachelor's degree, 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
Responsibilities
- 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.
Benefits
- Training and support for licensing exams (SIE, Series 7, Series 63/66)
- Opportunities to grow
- Flexible working options when possible
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
