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. #J-18808-Ljbffr