Client Account Manager
3 weeks ago
Job Reference # BR City Toronto Job Type Full Time Your role Do you enjoy delivering exceptional service in a fast-paced wealth management environment? Do you want to be part of a high-performing team? Your responsibilities build and maintain strong client relationships through outstanding service serve as the primary contact for client orders (foreign exchange, wire payments, loans, deposits) collaborate with internal teams (trading, portfolio management, operations) to ensure a seamless client experience manage account procedures, including opening/closing accounts, suitability assessments, and KYC/due diligence support client advisors in meeting preparation and participate in client meetings as needed Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback. Your team Join the Toronto client coverage team, working closely with Client Advisors to provide bespoke services to high-net-worth families. Contribute to managing, preserving, and growing client wealth through partnership at every stage. Your expertise minimum 5 years’ client-facing experience in financial services or equivalent commercial experience strong understanding of financial products (deposits, banking, brokerage, custody, investment, credit) effective relationship management, situational awareness, and initiative excellent judgment, problem-solving, and attention to detail strong written and verbal communication skills; able to convey complex information confidently CIM or CFA designation, or willingness to complete licensing within 12 months of hire 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. Salary information The indicative gross base salary range as a full-time equivalent role: Canada - Ontario min CAD - max CAD 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 or phone , option 2, option 5, option 1. #J-18808-Ljbffr
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Client Account Manager
7 days ago
Toronto, Canada IFDS Full timeClient Account Manager (Bilingual English/Spanish) Permanent30 Adelaide Str, EastToronto, Ontario, M5C 3G9Canada Who we areWith its global headquartersin Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial...
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Client Account Manager
20 hours ago
Toronto, Canada IFDS Group Full timeClient Account Manager Permanent 30 Adelaide Str, East Toronto, Ontario, M5C 3G9 Canada - ** Department Overview** The Relationship Management teams are comprised of Relationship Managers and Client Account Managers who are accountable for building and maintaining IFDS’ client relationships. They are responsible for delivering an enhanced client...
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Client Account Manager
2 weeks ago
Toronto, Canada UBS Full timeCanada - Business management, administration and support - Global Wealth Management **Job Reference #** - 279129BR **City** - Toronto **Job Type** - Full Time **Your role** - 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...
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Client Account Manager
6 days ago
Toronto, Canada CHARLES RUTENBERG REALTY, INC. Full time**Job Summary** **Duties** - Develop and maintain strong relationships with clients to understand their needs and objectives. - Analyze client data and market trends to identify opportunities for growth and improvement. - Communicate effectively with clients regarding project updates, feedback, and any issues that may arise. - Lead account management...
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IT Client Account Manager
2 weeks ago
Toronto, Canada IFDS Group Full timeIT Client Account Manager Permanent 30 Adelaide Str, East Toronto, Ontario, M5C 3G9 Canada **Who we are** With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around...
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Client Account Manager
2 weeks ago
Toronto, Canada UBS Full timeCanada - Business management, administration and support - Global Wealth Management **Job Reference #** - 260897BR **City** - Toronto **Job Type** - Temporary / Contract **Your role** - 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 are hiring for a six month...
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Client Accounting Manager
1 week ago
Toronto, Canada Sims & Company CPAs LLP Full time**Who We Are**: Sims and Company CPAs Professional Corporation is a dynamic mid-sized public accounting firm located near Mount Pleasant and Eglinton in Toronto. We have been in business for over 40 years and provide a wide range of services to our clients including assurance & accounting, taxation, and advisory. Along with an extensive network of specialist...
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Client Account Manager
3 weeks ago
Toronto, Canada Snaplii Full timeJoin to apply for the Client Account Manager role at Snaplii Snaplii offers immigration support for qualified candidates, including pathways to work permits and permanent residency. About The Role We are seeking a trustworthy, responsibility‑driven Client Account Manager to serve affluent and emerging‑affluent clients on wealth planning, asset...
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IT Client Account Manager
2 weeks ago
Toronto, Canada Starport Managed Services Full time**Job Summary** **What You Will Be Doing** **Technology Management** - Collaborate with the Client Support Manager to ensure clients receive timely and accurate product updates, quotes and order fulfillment - Lead client-facing project communications and strategic oversight with operational support from the Client Support Manager **Client Management** -...
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Client Onboarding Accounting Manager
1 week ago
Toronto, Canada Targeted Accounting Full time**Managing a team** of Client Onboarding Specialists, providing mentorship and professional development - **Onboarding new clients** and setting up the accounting software using best practices and automating tasks where possible - **Cleaning up the new clients’ books** and seamlessly handing off to full-time bookkeeper and account manager - **Oversee and...