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Added 11 mins ago
CC
Global Account Manager
Cogent Communications
Montreal, QC
- Full-time
…customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you unlimited…
Added 11 mins ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you unlimited…
Added 11 mins ago
CC
National Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay increases and an uncapped commissions plan offers you unlimited…
Added 11 mins ago
TS
Program Coordinator & Facilitator
The Salvation Army Canada and Bermuda Territory
Vancouver, BC · Belkin Communities of Hope - Deborah's Gate
- Full-time
Implement existing courses and programming, build community relationships and discounted access to services, coordinate with community partners in service access and delivery
Added 26 mins ago
A
Assistant Server, Reign (Part-Time)
AccorHotel
Toronto, ON
- Part-time
The Assistant Server’s focus will be to act as a support in all areas of Guest service delivery. In principle, their function will be threefold; to prepare serving stations and work areas…
Added 41 mins ago
Cashier/Grocery Clerk
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Terrace, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 56 mins ago
ST
Weekend Manager, CREST Live-In Treatment
Strides Toronto
Scarborough Bluffs Park, ON
- $42.71 to $49.73 CAD / hour
- Part-time
…provide system leadership, citywide planning, coordinated service delivery and program alignment. Strides Toronto also leads initiatives with broader reach, including Help Ahead and the…
Added 1 hour ago
RB
GENERAL MANAGER - RODD ROYALTY HOTEL
Rodd Brudenell River Resort
Charlottetown, PE
- Full-time
Rodd Hotels & Resorts is seeking an experienced, energetic, and hands-on General Manager to lead Rodd Royalty Hotel, one of our distinctive properties in beautiful Prince Edward Island.
Added 1 hour ago
AT
Terminal Clerk
Armour Transportation Systems
New Glasgow, NS
- Full-time
Prepare and distribute On-Time Delivery reports
Added 1 hour ago
A
Team Lead, Engineering Management, East
AtkinsRéalis
Montreal, QC
- Full-time
…organizational capability while supporting successful project delivery across the…
Added 1 hour ago
A
Team Lead, Engineering Management, West
AtkinsRéalis
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
…organizational capability while supporting successful project delivery across the…
Added 1 hour ago
C
Senior Manager, Compensation (People & Culture) (Hybrid/Telework)
CBC/Radio-Canada
Ottawa, ON · Montreal, QC
- Full-time
This role is a hybrid work arrangement. Work schedule to be discussed with the Hiring Manager according to the guidelines defined by the department.
Added 1 hour ago
C
Senior Manager, IT/Telecom Engineering (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
…country. CBC/Radio-Canada is looking for a technical senior manager, project oriented, to join our Engineering team. This position requires an interesting mix of leadership and expertise.…
Added 1 hour ago
SC
shift supervisor - Store# 83724, 251 ELMSDALE RD.
Starbucks Coffee Company
Elmsdale, NS
- Full-time
As a Starbucks Shift Supervisor, you will assist the store manager in executing store operations during scheduled shifts. As a team lead, you will deploy partners and delegate tasks to…
Added 3 hours ago
BP
Plant Hire Manager, Morden Depot
B&T Plant Hire
Morden, MB
- Full-time
Ensure all hires are processed accurately, including contracts, delivery notes, and returns
Added 3 hours ago
S
Produce - Clerk Department Second Produce
Sobeys
Larrys River, NS
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 3 hours ago
TH
Associé(e) Préparation de Commandes (temps partiel)
The Home Depot Canada
Montreal, QC
- Part-time
Loading delivery vehicles and taking out customers curbside orders, which includes complying with required safety regulations.
Added 3 hours ago
RG
Food Service Supervisor / Environmental Service Supervisor
Responsive Group Inc.
Windsor, ON
- Full-time
…needs. It is about ensuring quality and resident safety in the delivery of services and complying with existing rules, regulations and legislation. It is expressed in the monitoring of…
Added 3 hours ago
FE
Account Manager
Four Eyes Financial
Moncton, NB
- Full-time
…experiencing significant growth and require the talents of an Account Manager to help us retain & grow key accounts with North America’s top independent investment broker/dealer…
Added 3 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 4 hours ago
UH
Radiation Therapy Clinical Educator
University Health Network
Toronto, ON
- Full-time
Reports to: Manager, Radiation Professional Practice
Added 4 hours ago
FS
d'Administrateur des ventes, Bilingue - Sales Administrator, Bilingual
Federal Signal Corporation
Innisfil, ON
- Full-time
…relève du responsable de l'équipe commerciale interne ou du…
Added 4 hours ago
CV
S2627-236 - On-Call Custodian - Hornby Island
Comox Valley Schools - School District 71
Hornby Island, BC
- Full-time
Duties are performed under the supervision of the Manager Custodial/Delivery Services or designate, and in cooperation with school Principal or Vice Principal; cleans by dusting, mopping,…
Added 4 hours ago
TO
Employer Services Consultant
The Open Door Group
Medicine Hat, AB
- $32.83 to $38.3 CAD / hour
- Full-time
Reporting to the Service Delivery Manager, the Employer Services Consultant works collaboratively with employers, community partners, and internal teams to provide workforce consultation,…
Added 4 hours ago
RP
HHC Service Coordinator
Rexall Pharmacy Group LTD
Windsor, ON
- Up to $18.45 CAD / hour
Maintain accurate and up-to-date client records, including assessments, equipment specifications, delivery details, and service authorizations.

UBS

Client Account Manager

Toronto, ON, Canada

Apply About employer

Applications open in a new tab.

Job details

Posting language: English
Posted: Oct 2, 2026

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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