Associate Client Relationship Manager

UBS; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading global wealth manager in Montreal seeks an Associate Client Relationship Manager to coordinate client onboarding, respond to requests for information, and manage capital calls. Ideal candidates will have 5 to 10 years of experience in asset management and be fluent in English and French. This role includes generating client statements and planning events. The successful applicant will be client-oriented, possess strong communication skills, and have proficiency in MS Office and CRM tools.

Qualifications

• 5 to 10 years’ experience in asset management or related field.
• Knowledge about market products required.

Responsibilities

• Coordinate the onboarding process for new clients.
• Respond to Requests for Information (RFIs) and Requests for Proposals (RFPs).
• Track and manage capital calls for funds.
• Generate and send periodic client statements.
• Plan and coordinate events for clients.

Skills

Client‑mindful

Strong communication skills

Collaboration skills

Time management

Fluent in English and French

Proficient with MS Office

Familiarity with CRM tools

Job description

Job Reference #

330867BR

City

Montreal

Job Type

Full Time

Your role

Are you curious to learn how institutional investors allocate capital and what investment challenges they are trying to solve for? Are you interested in developing a career in client relationship management and business development?

We are looking for an Associate Client Relationship Manager to:

• Coordinate the onboarding process for new clients by collecting and verifying Know Your Customer (KYC) information, ensuring all legal documents are complete, and facilitating compliance with regulatory requirements
• Respond to Requests for Information (RFIs) and Requests for Proposals (RFPs) from clients and consultants, confirm compliance status with project managers, and send out necessary certificates to clients after thorough verification
• Track and manage capital calls for funds such as C-GREFS, GRIF, and PCO, as well as monitor client subscriptions and redemptions to ensure accurate and timely processing
• Generate and send periodic client statements, and develop tailored presentations to address specific client needs or requests, ensuring all materials are accurate and professionally formatted
• Plan and coordinate events for clients and internal teams, provide translation services as needed, and perform a variety of administrative duties to support the Client Relationship Manager (CRM)

Your team

You’ll be working with the Asset Management Client Coverage team located in Montreal, Canada. As an Associate Client Relationship Manager, you’ll contribute to delivering a high-quality client experience and strengthen our brand.

Your expertise

• 5 to 10 years’ experience in asset management or related field
• Fluent in English and French languages
• Have knowledge about market products
• Client‑mindful with strong communication and collaboration skills
• Reliable and focused with good time management skills
• Proficient computer skills, including MS Office and familiarity with CRM tools

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more.

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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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 [e-mail] or phone [phone], option 2, option 5, option 1.