Wealth Management Client Account Manager

Elevate your career at UBS as a Client Account Manager in Toronto. This fast-paced role involves processing transactions, managing client inquiries, and collaborating with client advisors.
As a key member of the client coverage team, your experience in financial services will play a crucial role in delivering bespoke client services. You'll be responsible for managing daily transactions, account maintenance, and handling client inquiries, ensuring timely and professional resolutions. Your strong communication skills will facilitate effective interactions with clients and internal partners.
Key Responsibilities:
• Process client orders including stocks and deposits
• Manage daily client inquiries and transactions
• Perform account maintenance tasks efficiently
• Identify cross-selling opportunities for client advisors
• Support client advisors in preparing for meetings
Requirements:
• Financial services experience in a client-facing role
• Bachelor’s degree...