Specialist, Client Services

4 weeks ago


Canada Canadian Imperial Bank of Commerce Full time

Specialist, Client Services page is loaded Specialist, Client Services Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2411782

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a member of the MyClient Support Team, the role is to provide advanced primary/secondary level support and analysis for the MyClient application. They will work within a matrix to support the day-to-day activities of the application. They will work with the Senior Manager to improve the overall efficiency and effectiveness of the department. The MyClient system that is used by Wood Gundy Investment Advisors and Wood Gundy Assistants. The role is to provide assistance, guidance and knowledge to resolve difficult and complex problems. They will assist/co-ordinate documentation and procedures as required.

The ideal candidate will have a proven track record in customer service and have a passion for meeting and exceeding customer expectations. The individual must be able to understand and detail information with high levels of accuracy. User support is through telephone and email. The position reports to the Senior Manager, My Client Support. 

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.

How You’ll Succeed

  • Relationship Building – Develop key relationships with internal CIBC employees, teams and departments across the organization at the Peer and Management levels to share and exchange information. Have a close interaction with GOT QA and Technology Teams. Prepare and present updates and reports to Management to keep them informed of the status of outstanding issues. Assist in testing and analysis of issues identified raising the same issues to senior management and provide statistical and updates on a timely basis.
  • Operational Support – Provide support for functional and data queries of MyClient. Answer and resolve questions/issues on data integrity between MyClient and Broadridge. Provide guidance and training on the functionality and navigation of MyClient. Identify, validate and analyze issues to ensure maximization of operational efficient, data currency, integrity and consistency with the organization’s strategic direction.
  • Testing and Analysis - Review project documentation where there is a potential for a client data/MyClient impact. Provide feedback related to test scenarios required for projects impacting MyClient. Document change requests submitted for My Client releases linked to production tickets raised by the MyClient Support Team. Assist in testing, analysis and QA of new releases and upgrades of My Client Releases. Prepare process and procedure documentation on application as required.

Who You Are

  • You have strong brokerage, business and portfolio management reporting background.
  • You have advanced computer skills with an excellent working knowledge of Excel and SharePoint
  • You have thorough knowledge of Broadridge , CIBC brokerage operational departments and My Client (MYC).
  • You’re an organized. You are able to manage several small to medium sized projects concurrently involving complex changes to technical or business environment. You work well under pressure, with tight deadlines, and sometimes competing objectives.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

  • We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2025-04-10

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Active Listening, Analytical Thinking, Business, Customer Experience (CX), Inbound Calls, Interpersonal Communication, Problem Resolution, Taking Initiative

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr

  • Canada Canadian Imperial Bank of Commerce Full time

    Specialist, Client ServicesLocation: Toronto, ONJob Type: Full-timePosted: YesterdayJob Requisition IDWe're developing a client-focused bank for the contemporary era. We are looking for skilled and enthusiastic professionals who are committed to acting in the best interest of our clients.At CIBC, we value your strengths and ambitions, giving you the autonomy...


  • Canada Ambika Astrology Centre Full time

    Muslims have own their rituals and customs. They are very keen in performing in these rituals and mantra which we are providing you for your help. The main reason of losing your love is lack of attraction, miscommunication or someone doing black magic due to jealousy of your love to each other. Why you feel your partner not show that love that earlier. The...


  • Canada Arthur J. Gallagher & Co. (AJG) Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and...


  • Canada Computershare Full time

    **Location: Toronto (ON),Hybrid** **We give you a world of potential** We are so excited to be advertising for a Client Support Specialist to join our brilliantly talented Plan Managers, Operations team on a permanent basis. Are you looking for that next big move or maybe you feel a little stagnated in your current role or perhaps you want to work for an...


  • Canada Accesso Technology Group Full time

    We are seeking an experienced Client Solutions Specialist who will work as part of a team to support the daily needs for our clients. As part of our accesso Group, you'll contribute to helping our clients sell more, streamline operations, drive revenue and improve the guest experience.The Client Solutions Specialist should love to work with people and...


  • Canada Thrive Career Wellness Platform Full time €50,000 - €65,000

    Bilingual (French/English) Client Services Specialist Thrive’s mission is to help people at all stages of their career. We deeply care about our users’ career paths and work to ensure they have access to great tools to help them Thrive. As a Bilingual Client Services Specialist at Thrive, you will play a key role in supporting the continued growth...


  • Canada client Full time

    Are you looking for a Full-Time Permanent position? We are recruiting for an Embedded Firmware Design Engineer role for our client in Markham - Could this be your next job role?Job title: Embedded Firmware Design EngineerJob Location: Markham ONSalary & Benefits: $90k – 100k a year (based on experience); Medical and Dental insurance, Vision insurance,...


  • Canada client Full time

    Are you looking for a Full-Time Permanent position? We are recruiting for an Embedded Firmware Design Engineer role for our client in Markham - Could this be your next job role?Job title: Embedded Firmware Design EngineerJob Location: Markham ONSalary & Benefits: $90k – 100k a year (based on experience); Medical and Dental insurance, Vision insurance,...


  • Canada client Full time

    Are you looking for a Full-Time Permanent position? We are recruiting for an Embedded Firmware Design Engineer role for our client in Markham - Could this be your next job role?Job title: Embedded Firmware Design EngineerJob Location: Markham ONSalary & Benefits: $90k – 100k a year (based on experience); Medical and Dental insurance, Vision insurance,...

  • Service Specialist

    1 month ago


    Canada Avanti Software Inc. Full time

    The Commonwell Mutual Insurance Group is not just another insurance company; we are a P&C Mutual company with solid grass roots within our community. We’re proud to be a leader within the P&C industry offering a Mutual experience rich with history, opportunity and exceptional customer service. We are committed to profitable growth, team development,...


  • Canada HUB International Full time

    Benefits Service Specialist page is loaded Benefits Service Specialist Solicitar locations Hato Rey, PR time type Full time posted on Publicado ayer job requisition id R Hi, we're HUB We are a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services. Throughout our network we...


  • Canada Avanti Software Inc. Full time

    The Commonwell Mutual Insurance Group is not just another insurance company; we are a P&C Mutual company with solid grass roots within our community. We’re proud to be a leader within the P&C industry offering a Mutual experience rich with history, opportunity and exceptional customer service. We are committed to profitable growth, team development,...


  • Canada SpryPoint Services Inc. Full time

    Implementation Specialist - Customer Care & Premises Professional Services – Service Delivery / Simply put, SpryPoint provides Smart Solutions for Smart Utilities. Founded in 2011, SpryPoint is a leading provider of cloud-based solutions for the utility sector. Our team of experts has extensive experience serving utilities across North America, and we...


  • Canada Canadian Imperial Bank of Commerce Full time

    Associate Financial Services Specialist page is loaded Associate Financial Services Specialist Apply locations Barrie, ON time type Full time posted on Posted 2 Days Ago job requisition id We're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where...


  • Canada Medavie Blue Cross Full time

    For over 75 years, Medavie Blue Cross has been a leading health and wellness partner for individuals, employers and governments across Canada. As a not-for-profit organization, we proudly invest in communities to help address some of Canada’s most pressing health care challenges. We are one of Canada's Most Admired Corporate Cultures, one of Canada’s Top...


  • Canada Pandapay Full time

    Spécialiste du soutien à la clientèle/ Client Support Specialist ChezPanda Pay, notre relation avec nos clients est au centre de nos activités.C’est pourquoi nous nous concentrons à leur fournir de bons conseils grâce àdes conversations significatives. Dans ce rôle, vous apprendrez à connaîtrenotre entreprise rapidement, en travaillant avec un...


  • Canada Symbiotic Group Full time

    Academy - Help Desk /Service Desk Specialist (L1&2 - Ottawa) Ottawa/Toronto, Canada | Posted on 01/24/2024 Duration:Contract: 12+ months (Extendable) Our client is a Federal Government Department that is seeking HelpDesk/ Service Desk Specialists for a variety of multi-year projects located inToronto (GTA) & Ottawa. These positions are ‘Symbiotic...


  • Canada PowerSchool Group LLC Full time

    Overview: The Deployment Project Manager provides leadership for the implementation and deployment of PowerSchool systems software. This role has the overall responsibility for delivering and supporting the implementation of multiple projects, with subprojects of varying scope and size to school districts. This customer-facing position manages various...


  • Canada Medavie Blue Cross Full time

    For over 75 years, Medavie Blue Cross has been a leading health and wellness partner for individuals, employers and governments across Canada. As a not-for-profit organization, we proudly invest in communities to help address some of Canada's most pressing health care challenges. We are one of Canada's Most Admired Corporate Cultures, one of Canada's Top 100...

  • Employment Specialist

    3 weeks ago


    Canada Immigrant Services Society of BC Full time

    Employment Specialist – WorkBC Kamloops(Posted: May 28. 2024 – June 11, 2024)Job ID#:24052-WorkBCPosition: Employment Specialist WorkBC Employment Centre – Kamloops location Regular full-time position at 36 hours per week starting June 12,2024Why choose us!Join ISSofBC, one of the largest and first newcomer and refugee agencies in Canada. As well as...