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Added 9 mins ago
DC
Project Controller
Dasro Consulting Inc.
Calgary, AB
- Contract
…our team. The successful candidate will be reporting to the Manager, Project Controls Pipe Integrity in Canda Gas Projects. The Project Controls team is responsible for providing project…
Added 9 mins ago
Senior Benefits Consultant - Westland Benefits
Talent Acquisition Team at Westland Insurance. Text reply only.
Richmond, BC · Surrey, BC
Serve as the primary relationship manager for a portfolio of group benefits clients
Added 9 mins ago
Front of House - Supervisor, Food Services
Northland Properties
Calgary, AB
…and quality standards. You will be reporting to the General Manager. Our goal is to provide total guest…
Added 9 mins ago
EXECUTIVE DIRECTOR
Southbridge Healthcare LP
Pickering, ON
Flexibility to participate in the manager on-call rotation schedule. More information will be provided during the interview process.
Added 25 mins ago
R
Manager, Complex Property Tax
Ryan
Calgary, AB
- Full-time
The Property Tax Manager ("Manager") oversees a team of Senior Consultants/Consultants to deliver property tax consulting services for assigned clients. The Manager maintains existing…
Added 40 mins ago
SS
Accountant, Operations Finance
Sienna Senior Living
Markham, ON
- Full-time
What You’ll Be Doing: Reporting to the Manager, Operations Finance, the Accountant, Operations Finance is responsible for preparing monthly financial statements and other business units,…
Added 40 mins ago
GP
Associé Gestion des Partenariats / Partner Account Associate
Global Payments Inc.
Toronto, ON · Montreal, QC
- Full-time
Make your mark at one of the biggest names in payments. We’re looking for a Partner Manager to join our ever-evolving Integrated Solutions team and help shape the future of global commerce.…
Added 40 mins ago
D
Account Manager
Desjardins
Amqui, QC · Beauharnois, QC · Gatineau, QC · L'étang-du-nord, QC · La Pocatière, QC · Maria, QC · Montreal, QC · Quebec, QC · Rimouski, QC · Rivière-du-Loup, QC · Vaudreuil-Dorion, QC
- Full-time
Added 55 mins ago
MF
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
- Other
…the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales…
Added 55 mins ago
RB
Senior Project Manager-Regulatory, Risk Remediation
Royal Bank of Canada
Toronto, ON
- Full-time
The Senior Project Manager-Regulatory Risk Remediation is responsible for leading and coordinating regulatory risk management initiatives across the organization. This role partners with…
Added 55 mins ago
RB
Senior Manager, Risk Management & Compliance
Royal Bank of Canada
Halifax, NS · Toronto, ON
- Full-time
The Senior Manager, Risk Management & Compliance is responsible for developing and implementing global risk management reports, systems, and processes to minimize investments risks. Applies…
Added 1 hour ago
WC
(CAN) Manager, Specialty Compliance and Ethics - IF– Level II Testing & Monitoring
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...The Manager, Specialty Compliance and Ethics - Level II Testing & Monitoring executes risk-based compliance reviews and drives continuous improvement across the…
Added 1 hour ago
OO
Financial Accounting, Reporting, and Systems Analyst, Financial Analyst
Office of the Superintendent of Financial Institutions Canada
Ottawa, ON · Toronto, ON
- Full-time
Reporting to the Manager, Financial Accounting and External reporting, the Financial Accounting, Reporting and Systems Analyst supports financial accounting, reporting, and financial…
Added 1 hour ago
OO
Managing Director - Private Pension Plans
Office of the Superintendent of Financial Institutions Canada
Toronto, ON
- Full-time
A degree from a recognized post-secondary institution with specialization in business, commerce, economics, finance, mathematics, actuarial science, accounting, or another related field
Added 1 hour ago
S
Comptable de Fonds Sénior/Senior Fund Accountant
Sagard
Montreal, QC
- Full-time
Baccalauréat en comptabilité, finance ou dans un autre domaine connexe.
Added 1 hour ago
MG
Accounting Manager
Mikisew Group
Enoch, AB
- Full-time
Mikisew Group is hiring a full-time Accounting Manager to join our team and play a key role in preparing and reviewing budgeting, forecasting, and reporting processes for 10+ companies,…
Added 1 hour ago
TM
Operational Excellence Analyst
Toyota Motor Corporation
Toyota Credit Canada Inc - Head Office
- Full-time
…principles. The Operational Excellence Analyst reports to the Manager of Business Innovation and will be based at the Markham Head…
Added 1 hour ago
QP
Manager, AI Delivery
QuadReal Property Group
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
…technology that keeps changing underneath it. What it needs is a manager who owns delivery of the portfolio end to end, makes the prioritization calls, and raises the technical bar without…
Added 1 hour ago
QP
Area Manager, Self-Storage
QuadReal Property Group
Vancouver, BC
- Full-time
Reporting to the Director, Self Storage Operations, the Area Manager, Self Storage is responsible for leading facility-level operations and execution across a designated portfolio of…
Added 1 hour ago
E
Senior Project Manager IT - SaaS
Equisoft
Montreal, QC · Quebec, QC · HYBRID - Montreal, Canada
- Full-time
Role: The Senior Project Manager IT - SaaS reports to the AVP, Product Management and works closely with multiple product team and 3 other AVP. The incumbent will ensure that the projects…
Added 1 hour ago
D
Account Manager, Business
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC · Complexe Desjardins Montréal
- Full-time
As a business account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and…
Added 1 hour ago
C
Associate Vice President, Corporate Finance
Co-op
Saskatoon, SK
- Full-time
The Team: Reporting to the Vice President, Finance, you'll lead a diverse team of finance leaders, including the Director, Corporate Accounting, Director, Financial Planning & Analysis,…
Added 1 hour ago
Advisor, Corporate Services
Regional Municipality of Wood Buffalo
Fort McMurray, AB
…external stakeholder participation). Assists the designated manager with service delivery by researching and assisting with the development and implementation of departmental strategies,…
Added 1 hour ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
…or a related field, and a post-secondary degree in Business, Finance, Economics, Commerce, or an equivalent combination of education and…
Added 1 hour ago
AA
Responsable de Domaine Propriétés des Masses / Mass Properties Product Domain Manager (PDM)
Airbus Aircraft
Montreal, QC
- Full-time

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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