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Added 9 mins ago
Moncton - Maintenance Coordinator
Human Resources
Moncton, NB
Previous experience in a Maintenance Coordinator/Service Advisor role preferred.
Added 9 mins ago
PD
Business Intelligence Data and Reporting Specialist
Pilothouse Digital
Remote, Canada
- $75,000 to $95,000 CAD / year
- Full-time
- Remote
…dashboard customization requests, and serving as a trusted internal advisor to account managers on platform and reporting…
Added 10 mins ago
SE
Site Service Automation Specialist
Schneider Electric
AB · Edmonton, AB
- $75,200 to $112,800 CAD / year
- Full-time
Join Schneider Electric's Industrial Automation Services team and become a trusted technical advisor to customers operating critical infrastructure and process environments.
Added 10 mins ago
SB
Senior Hydraulics and Capacity Engineer
South Bow
Calgary, AB
- Full-time
Act as a trusted advisor to leadership on capacity-related risks, opportunities, and operational decisions.
Added 41 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Calgary, AB
- $75,200 to $112,800 CAD / year
- Full-time
Join Schneider Electric's Industrial Automation Services team and become a trusted technical advisor to customers operating critical infrastructure and process environments.
Added 41 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Richmond, BC
- $75,200 to $112,800 CAD / year
- Full-time
Join Schneider Electric's Industrial Automation Services team and become a trusted technical advisor to customers operating critical infrastructure and process environments.
Added 41 mins ago
T
Senior Data Engineer
TekRek
Montreal, QC
- $140,000 to $160,000 CAD / year
- Full-time
…directly with client stakeholders and act as their technical advisor as well as the engineer building the system. You'll do well here if you have strong distributed systems fundamentals,…
Added 1 hour ago
Learning Leader - Assurance (14 Month Contract)
EY
Winnipeg, MB · Toronto, ON · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
Serve as the strategic learning advisor to the Assurance leadership team, Professional Practice, Quality Network, Service Line Leaders and Talent leaders
Added 2 hours ago
MS
Technical Sales Specialist
ML6 Search + Talent Advisory
Calgary, AB
- Full-time
Serve as a trusted technical advisor, providing guidance, training, application support, and product recommendations to Account Managers and Inside Sales teams.
Added 2 hours ago
Superintendent, Fleet Maintenance
Canada Post - Postes Canada
Vancouver, BC
…report on the Canada Post vehicle preventative and corrective maintenance program for the repair facility and assigned remote postal facilities, ensuring the availability of vehicles to…
Added 2 hours ago
RM
Advisor Asset Management Peel Housing Corporation
Regional Municipality of Peel
Mississauga, ON
- Other
Added 2 hours ago
T
Sr. HR Business Partner
Thumbtack
Remote, Canada
- Full-time
- Remote
…people turn to Thumbtack to complete urgent repairs, seasonal maintenance and bigger improvements. We help homeowners know which projects to do, when to do them and who to hire from our…
Added 3 hours ago
AE
Maintenance Manager
Agrocrop Exports Ltd.
Bolton, ON
- Full-time
Agrocrop Exports is looking for a Maintenance Manager to own the enterprise maintenance, reliability, and asset management strategy across our manufacturing network. This is both a hands-on…
Added 4 hours ago
DC
Advisor, Talent and Culture
Durham Community Health Centre
Pickering, ON
- Full-time
The Advisor, Talent & Culture provides comprehensive, hands-on human resources support and guidance to managers and employees across the agency. Reporting to the Manager, Talent & Culture,…
Added 4 hours ago
VF
Facility Operator
Vivo for Healthier Generations
Calgary, AB
- Full-time
Proactively carry out daily, weekly, and monthly preventative maintenance tasks in accordance with equipment manuals to ensure asset longevity and minimize downtime.
Added 4 hours ago
DC
Advisor, Talent and Culture
Durham Community Health Centre
Pickering, ON
- Full-time
The Advisor, Talent & Culture provides comprehensive, hands-on human resources support and guidance to managers and employees across the agency. Reporting to the Manager, Talent & Culture,…
Added 5 hours ago
Marketing Specialist
Equitable
Waterloo, ON
As a Marketing Specialist, Individual Wealth, you will support the development, maintenance and execution of advisor and client-facing marketing materials and communications. Working…
Added 5 hours ago
CF
Fire service account manager
Classic Fire + Life Safety
Winnipeg, MB
- Full-time
…activities, and demand for system upgrades, through to preventative maintenance and…
Added 5 hours ago
MT
QUALIFIED AUTOMOTIVE TECHNICIAN
Motor Trade Association (MTA)
Hamilton, ON
- Full-time
…return inspections using defined checklists. Carry out routine maintenance and repairs across mechanical, electrical, plumbing, and habitation systems, and perform moisture testing to catch…
Added 5 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 7 hours ago
BC
Systems Delivery Project Manager RSSOM
Bechtel Corporation
Toronto, ON
- Other
…The project scope includes the design build, operations and maintenance of all infrastructure and rail systems associated with 15 stations and over 15km of new alignment, being performed by…
Added 7 hours ago
D
Advisor, Data engineering
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a data engineering advisor, you help develop solutions for collecting, integrating, consolidating, cleaning, storing and transparently mining data. You help develop, maintain, support…
Added 9 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 11 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 13 hours ago
AI
Quick Lube Technician - Sterling Honda
AutoCanada Inc.
Hamilton, ON
- $17.95 to $17.96 CAD / hour
- Full-time
…tools and diagnostic equipment. You'll conduct preventative maintenance, inspect critical vehicle components such as brakes, fuel systems, and engines, and repair or replace parts as…

Closed listing

UBS

Client Account Manager

Toronto, ON, Canada

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Posting language: English
Posted: Oct 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

Key responsibilities

Are you looking for a new challenge in a fast paced Wealth Management environment? Do you want to be part of a high performing team?

We’re looking for a Client Account Manager to:

• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• be the direct contact for daily banking activities and administrative work for our clients
• manage daily client transactions and carry out inquiries and troubleshooting
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
• research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
• identify cross-selling opportunities and discuss them with the client advisor
• support client advisors in preparing for meetings and occasionally join client meetings

The team

You’ll be working in the Toronto team. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. You’ll be part of the client coverage team and closely collaborate with client advisors. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your skills and experience

• financial services experience within a client facing team or other relevant commercial experience within the financial services industry
• bachelor’s degree or equivalent financial qualifications
• solid comprehension of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
• effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
• sound judgement and problem-solving skills with a proactive style that delivers timely results
• solid written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
• completed CIM or CFA 1 designation is preferred
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The indicative gross base salary range as a full-time equivalent role:
• Canada - Ontario min CAD 60000 - max CAD 85000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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 their 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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.

About employer

More about this job

Responsibilities

The Client Account Manager acts as the primary point of contact for daily banking activities, transaction processing, and account maintenance for high-net-worth clients. They also support client advisors by preparing for meetings, identifying cross-selling opportunities, and resolving complex client inquiries.

Requirements

Candidates must have financial services experience and a bachelor's degree or equivalent financial qualifications. Proficiency in financial products and strong relationship management skills are required, with a preference for CIM or CFA 1 designations.

Skills

Financial services
Wealth management
Transaction processing
Account maintenance
KYC
Due diligence
Problem-solving
Communication skills
Financial products
Investment products
Credit products
Brokerage
AI workflow optimization

Benefits

Flexible working options
Competitive benefits

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Client Account Manager
Banking
Stock orders
Foreign exchange
Loans
Deposits
KYC
Due diligence
Account opening
Suitability reviews
Brokerage
Custody
Investment products
Credit products
CIM
CFA
AI
Workflow optimization
Relationship management
Financial services

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