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 • Strong 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.