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Added 14 mins ago
S
Client Experience Manager
sephora.com
Edmonton, AB
- Full-time
…their teams. Manage the interviewing/hiring process for all direct reports. Support the store’s hiring needs as needed. Utilize the My Sephora Career (MSC) system as needed to source,…
Added 14 mins ago
MS
Representative, Customer Service - Email
MEDITERRANEAN SHIP.INC.
Vancouver, BC
- $60,000 to $65,000 CAD / year
- Full-time
The Client Service Representative – Email Channel is responsible for delivering timely, accurate, and professional support by managing customer inquiries received through email while…
Added 28 mins ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Collaborate with and support team members in providing exceptional client service
Added 28 mins ago
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Client Account Manager (12 Month Contract)
Deloitte
Toronto, ON
- Full-time
…future. And as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 28 mins ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Toronto, ON
- Full-time
Collaborate with and support team members in providing exceptional client service
Added 43 mins ago
BH
Administrative Clerk
Bayshore HealthCare
Toronto, ON · North York, ON
- Full-time
This is an onsite position that supports two of our transitional care units, with time split between the North York and Richmond Hill locations.
Added 1 hour ago
GC
REQ26-150 - Coordinator-Risk Management
Glencore Canada
Quebec, QC
- Internship
Train the sectors and provide direct support to managers in their decision-making process.
Added 1 hour ago
CH
Driver, Revelstoke (Winter 2026/27)
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
We work hard, we play hard, and we have the best time doing it. Our mission is to guide our staff and guests through life-changing mountain experiences, and our vision is to be recognized…
Added 1 hour ago
CH
Coordinator, Guest Logistics
CMH Heli-Skiing & Summer Adventures
AB · Alberta, Canada
- Full-time
We work hard, we play hard, and we have the best time doing it. Our mission is to guide our staff and guests through life-changing mountain experiences, and our vision is to be recognized…
Added 1 hour ago
SB
Ski Technician
Ski Butlers
The Blue Mountains, ON
- Part-time
Terms: Seasonal, full- and part-time roles available
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Winnipeg, MB
- Full-time
…necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging…
Added 1 hour ago
A
Sr Associate, Product Strategy
Appnovation
Vancouver, BC
- Full-time
Appnovation is a global, full-service digital partner that combines Strategy, Experience & Design, Engineering and Managed Services. We build digital solutions that deliver real impact…
Added 1 hour ago
FI
Director of Sales, Mid-Market
Fulfillment IQ
Remote, Canada
- Full-time
- Remote
Fulfillment IQ is looking for a Director of Sales, Mid-Market to acquire and grow customers across our full portfolio of supply-chain services.
Added 1 hour ago
FI
VP of Sales, Enterprise
Fulfillment IQ
Remote, Canada
- Full-time
- Remote
FIQ is looking for an experienced VP of Sales, Enterprise to drive growth across our full portfolio of services.
Added 1 hour ago
RM
Infection Control Practitioner
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The Department of Infection Prevention & Control is currently seeking a Temporary Full-Time Infection Control Practitioner Nurse to join their team.
Added 1 hour ago
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Cybersecurity GRC Analyst
Powerex
Vancouver, BC
- Full-time
…reliability, integrity, and availability of the systems that support our…
Added 2 hours ago
AI
Production Manager - Excellence Auto Collision - Midwest
AutoCanada Inc.
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
(Plan, direct and control workflow within the collision centre to ensure repairs are completed on time while maximizing shop efficiency
Added 2 hours ago
AI
Executive Assistant - Head Office
AutoCanada Inc.
Edmonton, AB
- Full-time
Classification: Full-Time, Immediate Hire, Onsite
Added 2 hours ago
FV
Family Engagement Worker - F/T (Agassiz) - 1935
Fraser Valley Aboriginal Children and Family Services Society
Agassiz, BC
- Full-time
…monitor the immediate concerns regarding child safety as well as support the on-going well-being of families. FEWs promote positive family relationships by providing information, guidance,…
Added 2 hours ago
B
Senior Workplace Strategist - Interior Design
BGIS
Montreal, QC
- Full-time
Demonstrates strong, competent leadership for team members to guide them in reaching their full potential and meeting their objectives, which supports achievement of our corporate goals.…
Added 2 hours ago
SA
Patient Care Supervisor- Mental Health and Addictions- Full Time
Sault Area Hospital
Sault Ste. Marie, ON
- Full-time
…Reporting to the Patient Care Manager, you will supervise and direct the activities of daily operations for programs that fall under the Mental Health and Addictions department, ensuring…
Added 2 hours ago
PH
Medical Oncologist - BC Cancer - Prince George
Provincial Health Services Authority
Prince George, BC
- Full-time
BC Cancer - Prince George is a full-service cancer centre that serves 1100+ new patients annually, and offers a full range of services in Medical Oncology, Radiation Oncology, Palliative…
Added 2 hours ago
DU
Director, Counselling & Psychological Services
Dalhousie University
Halifax, NS
- Full-time
This is a provisional classification. Formal regular review classification procedures may be initiated at any time by the incumbent or supervisor after the incumbent has worked a minimum of…
Added 2 hours ago
LG
Leaf Filter Installer
LeafFilter Gutter Protection
Port Coquitlam, BC
- Full-time
Flexible schedule – Set your own work schedule, work part-time, full-time, or as needed
Added 2 hours ago
F
Technical Service Representative
Finning
Elkford, BC
- Full-time
At Finning Canada, we are seeking two permanent, full-time Technical Service Representatives (TSRs) to support our customer in Elkford focusing on 797 F mining trucks. In this…

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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