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      UBS

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      Client Service Associate Interview

      Oct 6, 2023
      Anonymous employee
      Accepted offer
      Neutral experience
      Average interview

      Application

      I interviewed at UBS

      Interview

      One meeting with team. We discussed the job in question and they described my role and how I would assist the team and they asked me several questions outside of my resume. The meeting was around 30 minutes.

      Interview questions [1]

      Question 1

      Tell us something not on your resume
      Answer question

      Other Client Service Associate Interview Reviews for UBS

      Client Service Associate Interview

      Sep 29, 2025
      Anonymous Interview Candidate
      New York, NY
      No offer
      Positive experience
      Average interview

      Application

      I applied through other source. I interviewed at UBS (New York, NY)

      Interview

      Mostly behavioral and fit questions, no trick questions, come across as personable since that is a big part of what the job itself is and it will help you get the job

      Interview questions [1]

      Question 1

      Tell me about yourself/Walk me through your resume
      Answer question

      Client Service Associate Interview

      Jul 11, 2025
      Anonymous Interview Candidate
      No offer
      Neutral experience
      Average interview

      Application

      I interviewed at UBS

      Interview

      Basic resume questions, they ask about your finance background. Start with an HR screening followed by interview with the Managers. Pretty basic, however no timeline was given. The phone call comes out of no where for screening too so get ready for on the spot.

      Interview questions [1]

      Question 1

      What finance classes did you take in school and what was your favorite
      Answer question

      Client Service Associate Interview

      Apr 3, 2025
      Anonymous Interview Candidate
      No offer
      Negative experience
      Average interview

      Application

      I interviewed at UBS

      Interview

      Got brought in by a former manager of mine since she saw on LinkedIn that I was looking for a job. Took an interview with team #1 manager, it went well. Got set up for an interview with team #1. The questions from the team were weird, like “why did you choose your college?” I haven’t been in college for 15 years, so that question seems irrelevant. That team did not hire me. Manager sets me up with team #2. I only met with this teams manager but everything aligned. The interview went great. This job hadn’t been posted yet and I was the only applicant. She told me to hold for a couple of weeks due to some time off. I reached back out when I knew they were all back in office (from what she told me) and was told more than 48 hours after I sent that follow up that they’re going in a different direction. Huh??? I dont think this company knows what they’re looking for. I was also told it’s a very “conservative” company. Whatever that means.

      Interview questions [1]

      Question 1

      Why I chose the college I went to.
      1 Answer

      UBS interviews FAQs

      • Client Service Associate applicants have rated the interview process at UBS with 2.7 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 66% positive. To compare, the company-average is 62.3% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Client Service Associate roles take an average of 31 days to get hired, when considering 53 user submitted interviews for this role. To compare, the hiring process at UBS overall takes an average of 26 days.
      • Common stages of the interview process at UBS as a Client Service Associate according to 53 Glassdoor interviews include:

        Phone interview:  28%

        One on one interview:  23%

        Group panel interview:  19%

        Background check:  10%

        Drug test:  8%

        Presentation:  5%

        Personality test:  3%

        Skills test:  2%

        IQ intelligence test:  1%

      • Here are the most commonly searched roles for interview reports -

        1. Associate Director(1134) ;
        2. Director(828) ;
        3. Analyst(569) ;
        4. Intern(529) ;
        5. Software Engineer(428) ;
        6. Authorized Officer(404) ;
        7. Business Analyst(288) ;
        8. Executive Director(277) ;
        9. Project Manager(183) ;
        10. Investment Banking Analyst(174) ;
        11. Client Service Associate(171) ;
        12. Internship(171) ;
        13. Associate(163) ;
        14. Wealth Management Intern(159) ;
        15. Financial Advisor(156) .


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    • Jobs at UBS

      129 jobs in United States
      Client Associate
      Jackson, MS
      ·
      $50K - $71K /yr
      (Glassdoor est.)
      View job
      Client Associate
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      ·
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      (Glassdoor est.)
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      Equity Associate Plan Manager, Workplace Wealth Solutions
      Nashville, TN
      ·
      $70K - $93K /yr
      (Employer provided)
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      Equity Associate Plan Manager, Workplace Wealth Solutions
      Nashville, TN
      ·
      $90K - $120K /yr
      (Employer provided)
      View job
      Senior Wealth Strategy Associate
      Coral Gables, FL
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