Client Account Manager

UBS • Toronto, Ontario, Canada • 4h ago

Your role

develop and maintain strong, long-lasting relationships with clients by providing exceptional client servicing
act as the main point of contact for processing client orders such as foreign exchange, wire payments, loans, and deposits
work closely with internal teams, including trading, portfolio management team, and operations, to ensure a seamless client experience and achieve organizational goals
conduct account maintenance tasks and manage client-related procedures, including the opening and closing of accounts, supporting the client advisor with suitability assessment, and facilitating initial and ongoing Know Your Customer (KYC) and due diligence activities
assist client advisors with preparation for meetings and occasionally participate in client meetings

Your team Your expertise

minimum of 5 years of financial services experience within a client-facing team or equivalent commercial experience within the financial services industry
solid comprehension of financial products and solutions, including deposits, banking, brokerage, custody, investment, and credit products
effective relationship management skills, demonstrating situational awareness and the initiative to self-challenge or challenge others
sound judgment and problem-solving skills with a proactive style that delivers timely results
proven ability for attention to detail and accuracy
strong written and oral communication skills, including the ability to deliver difficult messages, complex ideas, and client issues with confidence
have CIM or CFA license otherwise expected to complete licensing requirements within 18-months of being hired

About us

UBS

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