Client Service Representative Development Program - Oct 2026

UBS; Nashville (TN); On-site; USD 65,000 - 75,000; Full time

Job summary

UBS is launching the CSEC Accelerate program in Nashville or Weehawken to build wealth management knowledge through hands-on training and three 6-month segments. You will learn client conversations, account services and basics of financial services while preparing for your next career step at UBS.

Participants may complete the SIE, obtain a Series 7 and Series 63 (or 66) license with training and support along the way.

Qualifications

• 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.
• Educate clients on account services and capabilities.
• Diagnose problems through active listening and effective questions and own to resolution.

Skills

Communication skills

Service mindset

Active listening

MS Office

Time management

Education

Bachelor's degree

Job description

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?

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.

Job Type

Full Time

Job Reference #

342012BR

City

Nashville, Weehawken

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

• 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

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary for this role is USD 75000 /annum in Weehawken, NJ and USD 65000 /annum in Nashville, TN.

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

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on our career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.