Specialist, Client Services
3 weeks ago
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
2025-04-10Job Location
Toronto-81 Bay, 12th FloorEmployment Type
Temporary (Fixed Term)Weekly Hours
37.5Skills
Active Listening, Analytical Thinking, Business, Customer Experience (CX), Inbound Calls, Interpersonal Communication, Problem Resolution, Taking InitiativeAt 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-
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