Elevate your career in wealth management as a Client Account Manager with UBS in Toronto. Be the primary contact for client transactions while ensuring exceptional service delivery and effective relationship management. This full-time role focuses on client account operations within a high-performing team.

You will handle client orders, manage inquiries, and perform account maintenance tasks, ensuring timely resolutions. Your financial services experience and problem-solving skills will be critical in identifying cross-selling opportunities and supporting client advisors during client interactions. Key Responsibilities:

- Process client orders efficiently and accurately
- Manage daily banking activities for clients
- Conduct account maintenance,



including KYC and suitability reviews
- Resolve inquiries through effective client interaction
- Identify and discuss cross-selling opportunities with advisors Requirements:
- Financial services experience in client-facing roles
- Bachelor’s degree or equivalent financial qualifications
- Comprehension of financial products and solutions
- Robust relationship management and communication skills
- Completed CIM or CFA Level 1 designation preferred Leverage your expertise in client account management and financial services to drive success at UBS in Toronto.

📌 Client Account Manager at UBS (Toronto)
🏢 UBS
📍 Toronto