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Added 13 mins ago
BR
Sr. Marketing Manager (18 month contract)
Brookfield Residential
Calgary, AB
- Full-time
The Sr. Marketing Manager is responsible for developing and executing the Alberta Homes annual marketing strategy and budget, leading integrated campaigns and initiatives that drive lead…
Added 58 mins ago
DM
Manager, Total Rewards
Discovery Mining Ltd
Toronto, ON
- Full-time
Reporting to the Director, Human Resources, the Manager, Total Rewards is responsible for managing Discovery’s compensation, benefits, and retirement programs. Program implementation,…
Added 1 hour ago
PI
Sorter AM 073
Purolator Inc.
Grande Prairie, AB
- Full-time
Language Requirement: Proficiency in English is required for this position due to the frequent communications that must be conducted in English with various stakeholders. This requirement…
Added 1 hour ago
PI
Courier Utility 073
Purolator Inc.
Grande Prairie, AB
- Full-time
When inspections fail, the Courier advises the unit manager
Added 1 hour ago
CS
Project Manager - Information and Communications Technology/ Chef de Projet - Technologies de l'information et de la Communication
Canadian Standards Association
Ottawa, ON
- $88,260 to $100,000 CAD / year
- Full-time
CSA Group has an immediate opportunity for a Project Manager, Information and Communications Technology (ICT) reporting to the Program Manager, Data and Agri-Food.
Added 1 hour ago
CS
Project Manager - Information and Communications Technology/ Chef de Projet - Technologies de l'information et de la Communication
Canadian Standards Association
Toronto, ON
- $88,260 to $100,000 CAD / year
- Full-time
CSA Group has an immediate opportunity for a Project Manager, Information and Communications Technology (ICT) reporting to the Program Manager, Data and Agri-Food.
Added 1 hour ago
CS
Project Manager - Information and Communications Technology/ Chef de Projet - Technologies de l'information et de la Communication
Canadian Standards Association
Montreal, QC
- $88,260 to $100,000 CAD / year
- Full-time
CSA Group has an immediate opportunity for a Project Manager, Information and Communications Technology (ICT) reporting to the Program Manager, Data and Agri-Food.
Added 1 hour ago
AC
Customer Account Manager
Aston Carter
Woodbridge, ON
- $70,000 to $100,000 CAD / year
- Full-time
The Customer Account Manager drives business development within existing aerospace accounts by deepening relationships, identifying new opportunities, and ensuring an exceptional customer…
Added 1 hour ago
NE
Senior Analyst, Strategy, Performance & Transformation
NRG Energy
Calgary, AB
- Full-time
…insights, financial and operational analysis, executive-ready communications, and governance support. Reporting to the Senior Manager, Customer Strategy & Transformation, with a dotted-line…
Added 1 hour ago
CS
Project Manager - Information and Communications Technology/ Chef de Projet - Technologies de l'information et de la Communication
Canadian Standards Association
Calgary, AB
- $88,260 to $100,000 CAD / year
- Full-time
CSA Group has an immediate opportunity for a Project Manager, Information and Communications Technology (ICT) reporting to the Program Manager, Data and Agri-Food.
Added 1 hour ago
C
Project Manager
COI
Vancouver, BC
- Full-time
The Project Manager is responsible for planning, executing, monitoring, controlling, and closing of specific projects while ensuring projects are on time, on budget, within scope and meets…
Added 1 hour ago
CH
Coordinator, Guest Logistics
CMH Heli-Skiing & Summer Adventures
AB · Alberta, Canada
- Full-time
Monitor and process guest and lodge communications related to transportation.
Added 1 hour ago
CH
Guest Experience Representative, Kelowna (Winter 2026/27)
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Part-time
Monitor and process guest and lodge communications related to transportation.
Added 1 hour ago
CA
Administrateur d'Immeubles
Centurion Associates Inc
Terrebonne, QC
- Full-time
…en conservant à tout moment des enregistrements précis des communications dans le S: Drive. Assister le Property Manager dans la préparation des travaux et des bons de commande en y…
Added 1 hour ago
BS
Public Relations & Community Manager
Bushbalm Skincare
Ottawa, ON
- Full-time
The Public Relations (PR) and Community Manager is responsible for building Bushbalm's reputation and visibility through earned media, brand moments, and an engaged social community. This…
Added 1 hour ago
RD
Branch Operations Assistant
RBC Dominion Securities
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 1 hour ago
CC
Global Account Manager
Cogent Communications
Montreal, QC
- Full-time
Cogent Communications is a multinational, Tier 1 facilities-based ISP, consistently ranked as one of the top five networks in the world and is publicly traded on the NASDAQ Stock Market…
Added 1 hour ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Cogent Communications is a multinational, Tier 1 facilities-based ISP, consistently ranked as one of the top five networks in the world and is publicly traded on the NASDAQ Stock Market…
Added 1 hour ago
CB
Regional Operations Specialist
COBS Bread
Remote, Canada
- Full-time
- Remote
Reports to: Regional Operations Manager, Prairies
Added 2 hours ago
L
Delivery Manager
Lantern
AB · Edmonton, AB
- Full-time
Lantern is seeking a client-focused Delivery Manager, Data & AI to lead the successful execution of consulting engagements across modern data platforms, analytics, AI, and agentic solutions.
Added 2 hours ago
M&
Content & Social Media Manager
McLean & Company
Canada
- Full-time
The Content & Social Media Manager builds content across every channel for McLean & Company – social media, email, and other marketing assets. This is a content-production role; this person…
Added 2 hours ago
C
Associate Producer, Radio Scheduling (Hybrid/Telework)
CBC/Radio-Canada
Toronto, ON
- Full-time
…Scheduling & Content Planning team. Under the supervision of the Manager of Radio Scheduling and Marketing Communications, the Radio Scheduling Producer will ensure continuous content in…
Added 2 hours ago
CB
Regional Operations Specialist
COBS Bread
AB · Edmonton, AB
- Full-time
Reports to: Regional Operations Manager, Prairies
Added 2 hours ago
Housekeeper - Casual
Optima Living
Edmonton, AB
Reporting to either the Hospitality Manager, the Housekeeper is responsible for maintaining a clean, safe, and welcoming environment for residents, team members, and visitors by upholding…
Added 2 hours ago
GC
Accounting Assistant III
Garland Commercial Ranges Ltd
Mississauga, ON
- $55,000 to $65,000 CAD / year
1. Process payments and taxes after obtaining manager’s approval

UBS

Client Account Manager

Toronto, ON, Canada

Apply About employer

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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.

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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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