Associate, Client Management 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

What you'll Be Doing

Client Management Services (CMS) team has the mandate to onboarding direct clients, funds, shared clients and broker counterparties for the Capital Markets lines of business as well as to manage a robust and effective client lifecycle process for Capital Markets clients. The CMS team is responsible for end-to-end client onboarding activities within the above specified space, which consists of client data and information collection through research and interaction with numerous stakeholders including, Front Office, Legal Documentation, Credit, Operations and clients. Accurate client data is captured, validated, stored and maintained throughout the client’s lifecycle with CIBC Capital Markets, together with supporting documentation, to meet various regulations and reporting needs.

Reporting to the Director, the incumbent executes and/or facilitates the end-to-end client onboarding activities for direct clients, new and existing funds, shared clients and brokers as well as performs regular and ad-hoc activities to ensure a consistent client lifecycle data management environment. The incumbent may be required to participate in and support Capital Markets strategic initiatives under the leadership of the Executive Director and/or Head of Client Service & Data Management.
- 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
- Training - Create training material and documentation for training new and junior colleagues by sharing knowledge and experience related to the job mandate. Identify opportunities for automation and enhancements to current processes and procedures that support operational efficiencies and contribute to a client centric operating model and environment.
- Relationship Management - Effectively manage relationships with clients and internal stakeholders, including Senior Management in Front Office, as well as Legal, Compliance, Technology and Operations stakeholders. Work collaboratively with team members to ensure overall team competency remains at a high level through cross training of relevant skills and industry knowledge.

Who You Are
- You have relevant Experience and Education. Minimum of 5-7+ years of experience in the area(s) of Client Onboarding, Trade Control/Trade Desk Support or Operations preferably in the Capital Markets line of business. You have University degree, with background in finance and accounting is an asset.
- You have demonstrated experience working with Capital Markets clientele, business and product knowledge and can easily understand and support the client onboarding lifecycle across Sales/Trading, Lending and Advisory services globally. You have familiarity with Institutional clients: Asset Managers, Insurance Companies, Pensions, Sovereign Wealth Funds, etc. Knowledge of Retail, Commercial and Wealth business and their clients within CIBC or other Banks is an asset.
- You have knowledge of Regulatory Environment - Financial Services. Must have knowledge of applicable foreign and domestic jurisdictional and company-specific regulations, policies and guidelines affecting business practices. In particular knowledge of AML/KYC, Taxation, Operations, miscellaneous trade reporting requirements (Dodd Frank, EMIR, MiFID, CAT NMS, IIROC, etc.) requirements is considered a key asset
- You put our clients first. You are committed to providing excellent service to internal and external customers. You have a strong sense of accountability and ownership over client experience and the end-to-end client on-boarding processes.
- Your influence makes a difference. You know that relationships and networks are essential to success. You have excellent verbal and written communication, problem solving and analytical thinking skills. Ability to diffuse complaints and negotiate compromises. You influence decisions and gain consensus with multiple stakeholders where needed. You can directly address conflicts and escalate issues, when and where appropriate, maintaining a sense of urgency to ensure onboarding targets are met.
- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You have a proven track record of effective execution and achieving results in a fast paced and demanding environment.
- You advocate for change. You have a continuous improvement mindset, identifying opportunities for operational enha

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