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