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Added 10 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 10 mins ago
EXECUTIVE DIRECTOR
Southbridge Healthcare LP
Pickering, ON
…fostering a culture of respect, dignity, and excellence in service…
Added 41 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 56 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 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
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
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
…product management, business transformation, strategy, project delivery, or a related field, and a post-secondary degree in Business, Finance, Economics, Commerce, or an equivalent…
Added 1 hour ago
CO
Senior Manager, Software Engineering
Capital One
Toronto, ON
- Full-time
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Senior Manager, Software Engineering
Added 1 hour ago
BF
Payroll Manager
BC Ferries
Victoria, BC
- Other
We're looking for an experienced Payroll Manager to lead one of the organization's most critical functions. This is more than managing payroll processing. It's an opportunity to lead a…
Added 2 hours ago
C
Sr NetIQ Engineer (NetIQ OpenText)
CIBC
Toronto, ON · ON
- Full-time
The NetIQ Open Text Identity Manager Senior Engineer (NetIQ OpenText) is responsible for providing advanced technical expertise to support and resolve application and infrastructure issues…
Added 2 hours ago
B
Mortgage Specialist
BMO
Pointe-Claire, QC · Vaudreuil-Dorion, QC
- Full-time
Supports the delivery of targeted marketing programs, promotions, and other initiatives.
Added 2 hours ago
B
Mortgage Specialist
BMO
Richmond Hill, ON
- Full-time
Supports the delivery of targeted marketing programs, promotions, and other initiatives.
Added 2 hours ago
M
Senior Product Delivery Manager
Manulife
Toronto, ON
- Full-time
Join Manulife's Global Wealth and Asset Management (GWAM) Technology team as a Product Delivery Manager supporting Investment Law & Compliance platforms. This role offers a unique…
Added 3 hours ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Works closely with Investment Advisors in the development and delivery of HNW management solutions.
Added 3 hours ago
B
Senior Counsel, Treasury and Payments Solutions
BMO
Toronto, ON · FCP
- Full-time
Provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO Financial Group. Provides legal…
Added 3 hours ago
B
Managed Accounts Supervision Specialist, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Act as a relationship manager with Branch Supervision and Investment Advisors/Portfolio Managers in coaching on various suitability related and oversight matters.
Added 3 hours ago
B
Regional Sales Manager, BMO InvestorLine
BMO
Montreal, QC · HO
- Full-time
Under the direction of the National Sales Manager, the Regional Sales Manager role is responsible for providing strategic leadership of the growth of BMO’s Digital Wealth Business.
Added 3 hours ago
M
Manager Engineering
Manulife
Toronto, ON · Waterloo, ON
- Full-time
As a Manager Engineering, you will lead technology teams in delivering secure, reliable, and user-centric solutions that support business objectives. You will translate technical and…
Added 3 hours ago
AC
Member Service Representative - Notre Dame De Lourdes Branch
Assiniboine Credit Union
Notre-Dame-de-Lourdes, MB
- Full-time
Reporting to the Assistant Branch Manager, the Member Service Representative (MSR) plays a key role in delivering consistent and compelling member experience at ACU. The Member Service…
Added 4 hours ago
ZR
Property Manager - Saskatoon
Zen Residential Ltd.
Edmonton, AB
- Full-time
Reporting to the Area Manager, the Property Manager oversees the day-to-day operations of the property, with a focus on delivering a strong resident experience and supporting overall…
Added 4 hours ago
T
Senior Financial Analyst
TD
Toronto, ON
- Full-time
Canadian Personal Banking Finance is responsible for delivery of performance reporting insights, financial analyses, forecasting, planning and expense allocation activities. The team's…
Added 4 hours ago
FC
Project Manager FCC
Fidelity Canada
Toronto, ON
- Full-time
…firms. Fidelity Clearing Canada’s core values for solution delivery are centered around transparency, leadership, and…
Added 5 hours ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Identify, document, and investigate processes/exceptions arising from transactions/processes beyond first level operations service delivery
Added 5 hours ago
C
Senior Project Manager Finance Modernization
CGI
Toronto, ON
- Full-time
We are seeking an experienced Senior Project Manager to support a large-scale Finance Modernization initiative. This role will be responsible for strategically planning, coordinating, and…

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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