Skip over menu?
  

UBS Financial Services Inc.:What's it like to work here?

United States Industry Accounting/Financial Services
Skip over sub-menu?
UBS Financial Services Inc.UBS Financial Services Inc.UBS Financial Services Inc.
This company does not
provide content for this profile
Is this Your Company?
Claim your profile now

Review averages

  • 1 employee says

    Excellent (0)
    0%
    Good (1)
    100%
    Satisfactory (0)
    0%
    Subpar (0)
    0%
    3.67
  • 0 applicants say

    Excellent (0)
    0%
    Good (0)
    0%
    Satisfactory (0)
    0%
    Subpar (0)
    0%
    0.00

Reviews for UBS Financial Services Inc.

Reviews - What employees say

3.67 Employees say
0.00 Applicants say
  • 12.Nov 2015
  • Employee

Support from management

supervisory conduct in conflict situations means you will lose. They make you do quarterly reviews to review how many goals you reached and to go over how you can reach them next time. Therefore not only do you have to please your advisor, you have personal goals you have to meet. Most targets or goals are set by the CSA so you learn the game to set them lower. They become ridiculous and just a way to measure your worth. The supervisors are constantly watching you. 1 min late to work, toast.

Teamwork

Colleagues work together to earn time off sometimes. The staff is pretty cool. They will step up and help you out.

Internal Communication

They over-communicate. A lot of assessing of your performance.

Gender Equality

Women in the office are often referred to as gossipers by men. Most of the csa's are female and most of the advisors are male.

Attitude towards older colleagues

Age is generally not criticized.

Career Development

There are programs to go into management offered as an assistant, but it's not a better job. It's more stress less room for upside.

Overall compensation for your work

CSA's max out to start somewhere around $49,500. For the amount of revenue that office makes, it's low. You are able to negotiate a monthly bonus with you financial advisors to add to that and it will vary among the advisors.

Office / Work Environment

Amazing office. Very pretty. All devices are up to par.

Environmental Friendliness

Very politically correct. They support global and local efforts.

Work-Life Balance

They are pretty competitive with vacation and personal days. Maternity leave is one of the shortest as far as brokerages go.

Company Image

The company is pretty cool and supports community involvement. I think the CU Carmel valley office although pretty and has some great CSA staff, others make it a more stressful atmosphere. That office is all business and less support.

Job Security

Stability was not based on the financial status of the firm because CU office is very profitable. However if you are the "chosen one" hey may try to push you out to another office or just make you uncomfortable enough to leave on your own.

Handicapped Accessibility

Slow elevator but great location.

Workplace Safety

New office, very safe and great space.

Challenging Work

You definitely can make it what you want. There are many challenges you can present to yourself however there's not much room to go up unless to go into management and you don't want to do that.

Inclusive / Diverse

Very diverse. They allow you to voice your opinion but that doesn't mean they will make changes.

Suggestions for improvement

  • Listen to your CSA's and act on suggestions. No more goal settings or reduce them. It creates a lot of busy work and pulls away from supporting the advisor. Don't gossip amongst management and/or Advisors. What goes on amongst the staff should stay with management and not be spread to other employees. Less talk, more action.

What I like about the company

They are very involved in supporting great causes. Beautiful office and nice space to work. Great CSA staff; very friendly.

What I dislike about the company

Too much watching to catch you failing and not enough positive reinforcement from management. Quarterly goal setting/reviews. Really long meetings and a lot of extra busy work. Shorter maternity leave. Not a lot of "fun". Management tends to side with the Financial Advisors (as in they are always right) and against the staff.

Company Culture
3.00
Support from management
2.00
Teamwork
3.00
Freedom to work independently
3.00
Internal Communication
4.00
Gender Equality
2.00
Attitude towards older colleagues
4.00
Career Development
3.00
Overall compensation for your work
3.00
Office / Work Environment
5.00
Environmental Friendliness
4.00
Work-Life Balance
4.00
Company Image
4.00
Job Security
3.00
Handicapped Accessibility
5.00
Workplace Safety
5.00
Challenging Work
4.00
Inclusive / Diverse
5.00

The following benefits were offered to me

Parking is offered Stock or equity options is offered 401(k) is offered Desirable office location is offered Paid Parental Leave is offered 401(k) Match is offered Flexible spending account is offered Paid time off is offered Healthcare (including vision and dental) is offered Life insurance is offered
  • Company
    UBS Financial Services Inc.
  • City
    Carmel
  • Are you a Current or Former Employee?
    Former job since 2015
  • Position
    Others
  • Department
    Administration

The following perks were offered to me

Health and wellness programs is offered Employee discounts is offered Employee events is offered Fitness center on site is offered

Other company profiles

Review averages

  • 1 employee says

    Excellent (0)
    0%
    Good (1)
    100%
    Satisfactory (0)
    0%
    Subpar (0)
    0%
    3.67
  • 0 applicants say

    Excellent (0)
    0%
    Good (0)
    0%
    Satisfactory (0)
    0%
    Subpar (0)
    0%
    0.00

kununu score comparisons

UBS Financial Services Inc.
3.67
1 review

Industry average (Accounting/Financial Services)
3.44
34,983 reviews

kununu average
3.30
2,660,000 reviews