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Added 3 mins ago
Bilingual Claims Technical Specialist
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Vancouver, BC · Wawanesa, MB · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · Montreal, QC · North York - Toronto, ON (Hybr, ON · Edmonton, AB (Hybrid), AB
…that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided…
Added 17 mins ago
Sr Manager, Compensation - Technology & Operations
BMO
Toronto, ON
Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 17 mins ago
Bilingual Claims Technical Specialist
Wawanesa Insurance
Montreal, QC
Other
…that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided…
Added 18 mins ago
Senior Relationship Manager
BMO
Montreal, QC · DEMA
Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 18 mins ago
Assistant Deputy Minister, Financial Services and Senior Financial Officer
Government of Alberta
AB
…of the Executive Team, the ADM-SFO is a principal financial advisor to the Minister, Deputy Minister, Executive Team, and program areas, supporting financial strategy, resource management,…
Added 31 mins ago
Coordinator, Strategic Initiatives
University of Calgary
Calgary, AB
Full-time
This is a Regular Full-Time position and is part of the AUPE bargaining unit. The normal workday is 7 hours per day, five days per week, Monday through Friday. Flexibility is required as…
Added 32 mins ago
Insurance Advisor Home & Auto - Advice Centre
Royal Bank of Canada
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 32 mins ago
Workforce Strategy & Talent Development Director (HRBP)
Open Text Corporation
Richmond Hill, ON
…Strategy & Talent Development Director, you’ll serve as a trusted advisor to senior leaders, influencing critical business decisions, driving global workforce transformation, strengthening…
Added 47 mins ago
Vice President, Client Solutions- Global Transaction Banking
TD Securities
Toronto, ON
Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 47 mins ago
Learning Advisor, Services for Students with Disabilities (Temporary)
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
Full-time
Learning Services is seeking a knowledgeable and student-centered professional to join our team as a Learning Advisor. In this role, you will work directly with prospective and enrolled…
Added 47 mins ago
Vice President, Human Resources - Competition ID: 4825
Kwantlen Polytechnic University
Surrey, BC
Full-time
…President and Vice Chancellor, the VP Human Resources is a trusted advisor and key member of the executive team - shaping the future of KPU’s workforce, advancing organizational strategy,…
Added 48 mins ago
Commercial Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Edmonton, AB
We’re searching for a Commercial Insurance Advisor. Are you searching for new possibilities?
Added 48 mins ago
Insurance Advisor, Auto
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
We’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities?
Added 48 mins ago
Insurance Advisor, Auto
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
We’re searching for an Insurance Advisor, Auto. Are you searching for new possibilities?
Added 1 hour ago
Customer Support Advisor (CSA)
Brandt Group of Companies
North Bay, ON
Full-time
Brandt Tractor Ltd is currently seeking a Customer Support Advisor (CSA) for our North Bay location.
Added 1 hour ago
Sr Customer Success Manager - Bilingual (French/English) / Gestionnaire principal de la réussite client - Bilingue (français/anglais)
UKG
Canada
Full-time
Serve as a trusted advisor to customer stakeholders, developing a strong understanding of their goals, challenges, priorities, and desired business outcomes.
Added 1 hour ago
Lead, Infrastructure & IT Operations
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
Full-time
Healthcare Insurance Reciprocal of Canada (HIROC) is a trusted healthcare safety advisor, committed to offering a full spectrum of insurance, risk and claims management products and support.
Added 1 hour ago
President
Canada Wood Group
Vancouver, BC
Full-time
Part-time contract, average two days per week
Added 1 hour ago
Vice President, Client Solutions- Global Transaction Banking
TD
Toronto, ON
Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 1 hour ago
BMO InvestorLine Relationship Manager, Active Trading
BMO
Toronto, ON · FCP
Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 1 hour ago
Portfolio Manager
BMO
Waterloo, ON · MARS
Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 1 hour ago
Administrative Associate
BMO
Surrey, BC · WSSC
Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 1 hour ago
Paid Services Beauty Advisor - Full Time
Sephora
Winnipeg, MB
$18.3 to $21.55 CAD / hour
Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
AI Adoption & Engagement Lead
Bell
Toronto, ON
…environment that supports creativity and growth. Want to be part of a diverse team where your work makes a real impact? If you’re inspired by innovation that advances how people connect and…
Added 1 hour ago
District Recruiter
PCL Construction
Edmonton, AB
At PCL Industrial Management Inc., part of the PCL Family of Companies (PCL), we don't just build projects -- we build opportunities, careers and communities. We are 100% employee-owned,…

UBS

Client Account Manager

Toronto, ON, Canada

Posting language: English
Posted: Oct 2, 2026

Apply About employer

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Original job description

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.

Apply 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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