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Added 16 mins ago
Senior Investment Consultant
Aon
Montreal, QC
Full-time
Would you like to be a part of an industry-leading Investment Consulting team? Do you want to help empower results for our institutional investment clients by delivering innovative and…
Added 16 mins ago
Broker- Marine
Aon
Vancouver, BC
Full-time
As a broker, you will have the chance to be part of a national team that will help you grow through training and support. You will work closely with account managers as an expert advisor.…
Added 17 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Surrey, BC at our King George Hub office. Do you love to talk about insurance and provide…
Added 46 mins ago
Senior Director, Issuing Solutions Sales, Canada
Visa
Toronto, ON
Full-time
…responsible for driving revenue growth, market expansion, and client adoption across Visa's Issuing Value Added Services portfolio. This role combines strategic sales leadership, payments…
Added 47 mins ago
Beauty Advisor - Part Time
Sephora
Fredericton, NB
$17.65 to $22.05 CAD / hour
Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 47 mins ago
Beauty Advisor - Full Time
Sephora
Edmonton, AB
$17 to $20 CAD / hour
Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 47 mins ago
Paid Services Beauty Advisor - Full Time
Sephora
Edmonton, AB
$17.5 to $20.6 CAD / hour
Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
Lending Advisor
Alberta Women Entrepreneurs
Calgary, AB
Full-time
AWE is guided by six core values: Respect, Trust, Inclusion, Client Focused, Curiosity, and Collaboration. AWE strives to be a trusted advisor and provider of services for its clients, THE…
Added 1 hour ago
Gestionnaire de projet, portefeuille de bâtiments publics / Project Manager, Public Buildings Portfolio
Tiree
Montreal, QC
Collaborer étroitement avec les parties prenantes du client afin d’harmoniser les activités du projet avec les besoins opérationnels et de réduire au minimum les perturbations dans les…
Added 1 hour ago
Product Advisor - OpenRoad Richmond Honda
OpenRoad Auto Group
Richmond, BC
Full-time
Comprehensive extended health and dental plan (applicable for full-time positions only)
Added 1 hour ago
Insurance Advisor Home & Auto - Advice Centre
RBC
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 1 hour ago
Gestionnaire de projet, portefeuille de bâtiments publics / Project Manager, Public Buildings Portfolio
Tiree
Montreal, QC
Full-time
Collaborer étroitement avec les parties prenantes du client afin d’harmoniser les activités du projet avec les besoins opérationnels et de réduire au minimum les perturbations dans les…
Added 1 hour ago
Assistant Service Manager
Pfaff Automotive Partners
Markham, ON
$110,000 to $130,000 CAD / year
Full-time
…growing team. If you have a passion for delivering an exceptional client experience, a strong understanding of automotive service operations, and a desire to lead and develop others, this…
Added 2 hours ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
…growth are abound. You will be a member of a collaborative and client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and…
Added 2 hours ago
People Experience Specialist - Manufacturing & Distribution
Lush Handmade Cosmetics
Toronto, ON
The People Experience Specialist acts as a trusted advisor and plays an essential role in guiding and advising staff in North America on their resources, guidance on employee issues and…
Added 2 hours ago
Senior Relationship Manager
BMO
Montreal, QC · DEMA
Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 3 hours ago
Insurance Advisor Home & Auto - Advice Centre
Royal Bank of Canada
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 3 hours ago
Vice President, Client Solutions- Global Transaction Banking
TD Securities
Toronto, ON
Full-time
As part of the GTB Product Management organization, the Client Solutions team plays a key role in supporting business growth, strategic initiatives, client engagement, operational…
Added 3 hours ago
Commercial Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Edmonton, AB
Westland Insurance Group Ltd. is growing and has a new opportunity for a Commercial Business Advisor in Alberta. This is a hybrid role based out of our office in Edmonton. Do you love to…
Added 3 hours ago
Insurance Advisor, Auto
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor, Auto to join our Polo Park office in Winnipeg, MB. Do you love to provide exceptional client service? If…
Added 3 hours ago
Insurance Advisor, Auto
Talent Acquisition Team at Westland Insurance. Text reply only.
Winnipeg, MB
Westland Insurance Group Ltd has an exciting opportunity for an Insurance Advisor, Auto to join our Leila office in Winnipeg, MB. Do you love to provide exceptional client service? If so,…
Added 3 hours ago
Sr Customer Success Manager - Bilingual (French/English) / Gestionnaire principal de la réussite client - Bilingue (français/anglais)
UKG
Canada
Full-time
Serve as a trusted advisor to customer stakeholders, developing a strong understanding of their goals, challenges, priorities, and desired business outcomes.
Added 3 hours ago
Vice President, Client Solutions- Global Transaction Banking
TD
Toronto, ON
Full-time
As part of the GTB Product Management organization, the Client Solutions team plays a key role in supporting business growth, strategic initiatives, client engagement, operational…
Added 3 hours ago
BMO InvestorLine Relationship Manager, Active Trading
BMO
Toronto, ON · FCP
Full-time
…role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above…
Added 3 hours ago
Portfolio Manager
BMO
Waterloo, ON · MARS
Full-time
In this client-focused role, you will act as a trusted advisor, managing a portfolio of business clients while identifying opportunities to deepen relationships and deliver tailored…

UBS

Client Account Manager

Toronto, ON, Canada

Posting language: English
Posted: Oct 2, 2026

Apply About employer

Applications open in a new tab.

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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