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Added 34 mins ago
MG
Director, Legal & Loan Operations
MarshallZehr Group Inc.
Waterloo, ON
- $110,000 to $130,000 CAD / year
- Full-time
…all backed by our industry recognized mortgage administration…
Added 1 hour ago
TH
Caissier(ère) , temps partiel
The Home Depot Canada
Quebec, QC
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 1 hour ago
TH
Associé(e) de l'avant du magasin aux caisses (temps partiel)
The Home Depot Canada
Vaudreuil-Dorion, QC
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 1 hour ago
RM
Cashier
Ria Money Transfer
Montreal, QC
- Full-time
Ria Money Transfer, une division d'Euronet Worldwide, Inc. (NASDAQ : EEFT), fournit des services financiers innovants, notamment des transferts d'argent internationaux rapides, sûrs et…
Added 1 hour ago
C
Gas Bar Attendant (Temporary) - Oyen Gas Bar
Co-op
Oyen, AB
- Full-time
Reporting to the Gas Bar Manager, the Gas Bar Attendant plays a key role in creating a positive customer experience. You’ll be responsible for delivering friendly, efficient service while…
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 2 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Yellowknife, NT
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Fort Erie, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
ON · Kenora, ON
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Dieppe, NB
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
ON · Kenora, ON
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Sherbrooke, QC
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Peterborough, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Barrie, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
Front End Checkout Team Associate
Walmart Canada
Peterborough, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 2 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
New Westminster, BC
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
WC
Customer Service Manager
Walmart Canada
Oshawa, ON
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 2 hours ago
OF
Client Service Representative
Olympia Financial Group Inc
Calgary, AB
- Full-time
Inform clients of the necessary documents required for various transaction types and explain form components to ensure they feel at ease with the process and all documentation is completed…
Added 2 hours ago
OF
Bilingual (French) Client Service Representative
Olympia Financial Group Inc
Calgary, AB
- Full-time
Inform clients of the necessary documents required for various transaction types and explain form components to ensure they feel at ease with the process and all documentation is completed…
Added 3 hours ago
KM
Employee Services & Relations Specialist/Spécialiste, Services et relations aux employés (GTA)
Konica Minolta Business Solutions Canada
Mississauga, ON
- $55,183.38 to $79,327 CAD / year
- Full-time
The Employee Services & Relations Specialist delivers exceptional HR support and program execution to employees and managers while fostering a positive and compliant workplace environment.…
Added 3 hours ago
AY
Property Manager
Avison Young Canada
Toronto, ON
- Full-time
…commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We’ve designed our corporate structure to best serve our clients by…
Added 4 hours ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
Support the team by actively building operations/business services knowledge, think critically about processes and opportunities for improvement, share ideas and transfer knowledge within…
Added 4 hours ago
CH
Adoption Counselor - Part Time
Calgary Humane Society
Calgary, AB
- Part-time
Reporting to the Manager of Adoptions, our Adoption Counselors are committed to matching our animals with suitable homes and educating potential adopters about the time, commitment, and…
Added 4 hours ago
B
ASSOCIATE MANAGER, GROWTH AND TRANSITION CAPITAL
BDC
Quebec, QC
- Full-time
The Associate Manager, Growth and Transition Capital provides analytical, statistical, and account management support to the transaction team by extracting various financial data and…
Added 4 hours ago
G
Gestionnaire des contrats / Contract Manager
Genetec
Montreal, QC
- Full-time
Collaborer avec les services juridiques, financiers, des ventes, de la tarification, des produits et des opérations afin d'aligner l'exécution des contrats sur les objectifs commerciaux et…

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.

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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