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Added 8 mins ago
Chief Investment Strategist (RBC PH&N IC)
RBC
Toronto, ON
Full-time
Work with key partners such as RBC Global Asset Management, Global Manager Research, and the WMC Alternatives team on the review of proprietary and sub-advised solutions.
Added 8 mins ago
Financial Advisor
RBC
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Full-time
Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
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RBC
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Full-time
As our Relationship Manager Intern, Business Markets , you will have the opportunity to establish and grow long-term relationships with new and existing small business clients. Your strong…
Added 8 mins ago
Senior Manager, Portfolio Management
RBC
Toronto, ON
Full-time
The Senior Manager, Portfolio Management serves as the key liaison between RBC's business platforms and Corporate Real Estate (CRE) Global Real Estate strategy. Reporting to the Director of…
Added 8 mins ago
Branch Operations Assistant
RBC
Vaughan, ON
Full-time
Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed
Added 8 mins ago
Assistant Branch Manager, Fairview Mall Branch
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Toronto, ON
Full-time
Proven success in business growth, as well as establishing community and client relationships
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Toronto, ON
Full-time
…questions independently seeking assistance from Team Lead or Manager as appropriate following established department…
Added 8 mins ago
Enterprise Application - Experienced Designer, Senior Associate (Reliability Security Clearance Required)
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Ottawa, ON · Toronto, ON
Full-time
Manage defined workstreams or project components with guidance and build working relationships with client stakeholders at the manager and director levels.
Added 8 mins ago
Corporate Tax, Manager
PwC
Toronto, ON
Full-time
…requirements and innovative tax optimization techniques. Understand client stakeholder objectives, with the ability to navigate the client’s business operations to bring ideas for tax…
Added 8 mins ago
Manager, Fund Accounting - Private Assets (Traditional PA)
The Citco Group Limited
Toronto, ON
Full-time
…solutions means our people are equipped to deliver a seamless client…
Added 23 mins ago
Sr OpenShift Engineer
Insight Global
Toronto, ON
$75 to $85 CAD / hour
Contract
Collaborate with the client‑side project manager to define objectives, scope, and delivery milestones.
Added 23 mins ago
Senior Material Planner
Babcock Canada Inc.
Victoria, BC
Full-time
Think: Outcomes – We believe in measuring success by the results we deliver and the positive impact we make
Added 23 mins ago
Specialist, Commissioning
AVI-SPL Canada
Markham, ON
Full-time
…meet project objectives. You’ll work closely with the Project Manager to provide documented test results from system testing and…
Added 23 mins ago
Gestionnaire de projet, portefeuille de bâtiments publics / Project Manager, Public Buildings Portfolio
Tiree
Montreal, QC
Full-time
Collaborer étroitement avec les parties prenantes du client afin d’harmoniser les activités du projet avec les besoins opérationnels et de réduire au minimum les perturbations dans les…
Added 23 mins ago
Responsable du succès client (CSM)
Spordle
Boisbriand, QC
Full-time
Spordle is currently seeking a passionate Customer Success Manager (CSM) to join its dynamic team and help shape the future of sports management technology!
Added 23 mins ago
Technician, Installation 3
AVI-SPL Canada
Markham, ON
Full-time
…projects by coordinating and reporting progress to Project Manager ensuring projects achieve time, scope, budget, quality, safety and customer satisfaction…
Added 23 mins ago
Assistant Service Manager
Pfaff Automotive Partners
Markham, ON
$110,000 to $130,000 CAD / year
Full-time
BMW Markham is seeking a motivated and customer-focused Assistant Service Manager to join our growing team. If you have a passion for delivering an exceptional client experience, a strong…
Added 24 mins ago
Senior Civil Engineer
GHD Group Pty Ltd
Vancouver, BC
Note: This profile provides a market aligned view of this job’s typical core requirements, informed by Korn Ferry’s Success Profile methodology, and will evolve over time.
Added 24 mins ago
Group Manager, Finance
TD
Toronto, ON
Full-time
Added 24 mins ago
Senior Manager, Governance & Control, Road To Strong
TD
Toronto, ON
Full-time
Reporting to the AVP, Wealth, Road To Strong, the Senior Manager will lead governance over the Wealth Road to Strong portfolio and its underlying enterprise risk and regulatory programs.
Added 38 mins ago
Financial Advisor
Royal Bank of Canada
Mission, BC
Full-time
Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact
Added 38 mins ago
Senior Manager, Portfolio Management
Royal Bank of Canada
Toronto, ON
Full-time
The Senior Manager, Portfolio Management serves as the key liaison between RBC's business platforms and Corporate Real Estate (CRE) Global Real Estate strategy. Reporting to the Director of…
Added 38 mins ago
Branch Operations Assistant
Royal Bank of Canada
Vaughan, ON
Full-time
Complete administrative tasks to help the Management team: manage office stationery orders, boardroom scheduling, and provide support to the Branch Operations Manager when needed
Added 52 mins ago
Digital Marketing Account Manager
BoomerangFX
Mississauga, ON
$80,000 to $85,000 CAD / year
Full-time
The Digital Marketing Account Manager is responsible for executing and optimizing digital marketing programs while ensuring a seamless, high-quality customer experience that drives client…
Added 52 mins ago
Customer Success Representative
SUNPAN
Toronto, ON · Scarborough, ON
Full-time
The Customer Success Representative (CSR) is responsible for managing customer accounts, processing orders accurately, and providing exceptional service throughout the entire customer…

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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