- UBS Financial Services Inc.12.Nov 2015
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.
Colleagues work together to earn time off sometimes. The staff is pretty cool. They will step up and help you out.
They over-communicate. A lot of assessing of your performance.
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.
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.
Very politically correct. They support global and local efforts.
They are pretty competitive with vacation and personal days. Maternity leave is one of the shortest as far as brokerages go.
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.
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.
Slow elevator but great location.
New office, very safe and great space.
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.
The following benefits were offered to me
- CompanyUBS Financial Services Inc.
- Are you a Current or Former Employee?Former job since 2015