Associate, Projects and Initiatives, Client Services

4 weeks ago

Toronto, Canada CIBC Full time

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

**Job Description**:
The goal of CIBC’s Capital Markets business is to be the premier client-focused Capital Markets based in Canada. To deliver on this, the capital markets arm of CIBC provides a wide range of credit, capital markets, investment banking, merchant banking and research products and services to government, institutional, corporate and retail clients in Canada and in key markets around the world.

What You’ll Be Doing

Reporting to the Director, Client Services, the incumbent will be responsible for supporting the group and advocate for our requirements on all projects and initiatives, regulatory and discretionary, that overlap with the team mandate. The incumbent will work with peers and colleagues to assist in the development of training programs, support the documentation and deployment of the associated changes, which may include changes to the current Client Services operating model. The objective is to ensure that changes introduced by the Enterprise, Capital Markets businesses, Client Services and/or other support groups are well planned to allow for smooth and successful implementation into the Client Service teams and stakeholder groups.
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._

How You’ll Succeed

Projects and Initiatives- Support Client Services strategy and team mandate (client onboarding, periodic review, client offboarding and client data management including AML/KYC, trade & regulatory reporting, etc.) in the capacity requested by manager.- Assist Client Services on all assigned change initiatives that are expected to impact the team, including but not limited to the execution of user acceptance testing (UAT) as well as business acceptance test (BAT), tracking testing results, and communicating back to Client Services stakeholders with regular updates on a timely basis.-
- Collaborate with individuals and cross-functional teams to identify organizational, operational and process issues with an objective to continue to improve the team’s knowledge and expertise in the execution of its mandate, especially pertaining to performance issues of our Client Onboarding and Regulatory Application (CORA).- Proactive identify opportunities for changes and partner with peers and colleagues to implement and operationalize changes to address existing team processes to improve efficiency an consistency across all Capital Markets regions.- Plan and collaborate with a diverse team to create and build flexible, innovative solutions that address project requirements and data quality.- Ensure project activities are progressing to meet timelines. Escalate any issues as appropriate to manager in a timely manner.- Act as an escalation contact for queries, concerns, and issues from internal stakeholders on project activities by providing resolutions in a professional and timely manner.- Support user access administration acting as point of contact in order to triage and track user licenses within Client Services, especially for new hire onboarding and offboarding.- Quality and quantity of work must align with the expected performance goals and measures.

Communication, Training and Change Management- Evaluate effectiveness of training programs by collecting ongoing feedback regarding procedures, manuals, and job aids.- Support ongoing CS training programs that drive changes and process efficiencies.- Assist in the delivery of training and communication primarily to Client Services team members on project and initiative driven changes.- Organize procedures and job aids to support the training programs and identify potential updates as required, but no less than every 2 years.- Assess effectiveness of training and communication on an ongoing basis by actively soliciting feedbacks from CS team members, stakeholders and/ or partners.

Relationship and People Management- Effectively manage relationships with colleagues and peers, internal clients and stakeholders, including Front Office members, other SBUs as well as Legal, Compliance, EAML, Technology and Operations stakeholders.- Create a collaborative environment and foster teaming among the Client Services regions.- Assist with client onboarding, periodic reviews, data remediation and/or other adhoc initiatives as assigned by manager from time to time.

Who You Are- Work Experience. Minimum of 2-3 years of experience in the area(s) of Client Onboarding workflow pl

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