Analyst, Client Onboarding

3 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
- As an Analyst in the Client onboarding & Sales Support Team, your primary focus will involve supporting clients within your portfolio on all day-to-day service and support requests. You will be accountable to successfully onboard new Commercial Banking clients and perform after-sales service support to Commercial Banking customers, both internal and external, understanding the client needs and taking responsibility for the coordination and execution of account maintenance and cash management solution requests, providing relevant recommendations when appropriate while acting as a key interface to internal partners in order to facilitate solutions that proactively meets clients’ needs. You will actively be engaged in maintaining relationships with various internal and external stakeholders with a key focus on streamlining and simplifying the client experience.- As a key extended member of the relationship team, you will help strengthen new and existing client relationships and will help drive CIBC’s value proposition. You will ensure all interactions with clients and internal stakeholders contain information that is accurate and complete. You will also ensure dealings with assigned clients involve prompt responses to questions, enquiries or issues in order to provide best in class service.- At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 2 days per week on-site, while other days will be remote._
- How You’ll Succeed
- Client Service - As an integral member of the client deal team, act as the main point of contact for an assigned base of clients from mixed commercial segments (IB / MM / ABL / Leverage Finance / REFD / Innovation Banking) on general support inquiries and requests. Work closely with Relationship Managers, Cash Managers and other internal stakeholders to support client requests. Work with clients directly to help answer commonly asked questions and inquiries on items such as account inquiries, account entitlements, capabilities of products, services and more.
- Account Support - Coordinate changes to account information and signing authorities as well as changes to existing Cash Management products. Identify opportunities for cross-selling and further client penetration/increase in share of wallet. Maintain an organized record of requests to measure the progress of outstanding/overdue items and provide clients/internal stakeholders, with updates on the status of requests. Follow up with internal groups on outstanding requests to ensure timely completion of overdue items.
- Onboarding - Coordinate and lead requests that involve onboarding a new legal entity for new and existing CIBC clients as well as new cash management product implementations. Provide clients with the required documentation to be executed in order to implement the requested account & cash management solution(s). Follow up and maintain communication throughout the transition with all partners to ensure that clients’ solutions are delivered in a timely and seamless manner. Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition.
- Who You Are
- You have developed knowledge of Cash Management products and services, including the processes and procedures necessary to implement products and services. You have basic knowledge of CIBC processes and groups, and of Cash Management Online, eCIF, and Management Information Facility (MIF) as well as knowledge of account and AML documentation and processes for preparation.
- You have strong communication skills. You have well-developed written and verbal communication skills sufficient to provide clear information to colleagues and clients while conveying messages of varying complexities in a professional manner. You have developed interpersonal relations to establish and maintain relationships with clients, business partners and colleagues.
- You have the ability to manage multiple activities with varying levels of complexity under tight time constraints and without errors.
- You have well-developed judgment, decision making and problem solving skills with the ability to interpret

  • IT Systems Analyst

    1 month ago

    Toronto, Canada VC3 Full time

    The primary focus of the IT Systems Analyst (Client Onboarding) is to bring new clients into our VC3 services accurately, thoroughly, and efficiently. Often the client’s initial experience with a technical role at VC3, the IT Systems Analyst (Client Onboarding) must be able to extract information from the client in order to uncover items about the new...

  • IT Onboarding Analyst

    1 week ago

    Toronto, Ontario, Canada VC3 Full time

    Are you passionate about IT? Do you excel in a fast-paced and dynamic work environment? CompuVision is currently expanding our team and we are looking for an IT Onboarding Analyst.The IT Onboarding Analyst is responsible for investigating the state of a new client's IT environment so that we can fill in documentation, identify risks, make recommendations,...

  • IT Onboarding Analyst

    5 hours ago

    Toronto, Canada VC3 Full time

    Description Are you passionate about IT? Do you excel in a fast-paced and dynamic work environment? CompuVision is currently expanding our team and we are looking for an IT Onboarding Analyst.The IT Onboarding Analyst is responsible for investigating the state of a new client's IT environment so that we can fill in documentation, identify risks, make...

  • Analyst, Client Onboarding

    1 month 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...

  • KYC Onboarding Analyst/AML Analyst

    1 month ago

    Toronto, ON, Canada Collabera Full time

    Title: KYC Onboarding Analyst/AML Analyst Location: Toronto, ON. Hybrid - 3 days onsite 2 days remote Full-Time Direct Hire Canadian Citizenship or Valid PR Required Day to Day Review emails for new requests. If there are new KYCs from prospective clients, have to review and go through the AML process and conduct their customer risk questionnaire. ...

  • KYC Onboarding Analyst/AML Analyst

    1 month ago

    Toronto, ON, Canada Collabera Full time

    Title: KYC Onboarding Analyst/AML AnalystLocation: Toronto, ON. Hybrid - 3 days onsite 2 days remoteFull-Time Direct HireCanadian Citizenship or Valid PR RequiredDay to DayReview emails for new requests.If there are new KYCs from prospective clients, have to review and go through the AML process and conduct their customer risk questionnaire.Actively...

  • Client Onboarding Coordinator

    1 month ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Client Onboarding Coordinator

    1 month ago

    Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Analyst, Client Onboarding

    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...

  • Compliance Analyst, Complex Accounts Onboarding

    3 days ago

    Toronto, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

  • Analyst, Client onboarding

    4 days ago

    Toronto, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Client Onboarding Specialist

    1 month ago

    Toronto, Canada Veta Virtual Full time

    **About Us**: Veta Virtual is a rapidly growing company that is redefining the traditional virtual receptionist industry. We are actively seeking energetic and passionate people who are eager to learn and grow. We aim to change how businesses work by streamlining how they interact with their customers. Veta Virtual was founded in 2021 and is currently...

  • Analyst, Client Services

    2 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...

  • Analyst, Client Services

    6 days 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...

  • Institutional Client Onboarding Specialist

    4 days ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Institutional Client Onboarding Specialist** **Connor, Clark & Lunn Financial Group Ltd.** **Toronto, ON** We are one of Canada’s largest and leading private asset management firms providing investment management services to individuals, advisors, pension plans, institutional investors and foundations. Connor, Clark & Lunn Financial Group Ltd....

  • Business Analyst

    4 weeks ago

    Toronto, Ontario, Canada Procom Full time

    Business Analyst - Automated Case Management Platform Onboarding On behalf of our client in the Banking Sector, PROCOM is looking for a Business Analyst - Automated Case Management Platform Onboarding. Business Analyst - Automated Case Management Platform Onboarding - Job DescriptionSenior Business Analyst to join our team and play a critical role in the...

  • Assistant Manager, Client Onboarding Processing

    1 week ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 181798 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Assistant Manager, Client Onboarding Processing leads a team that is responsible for supporting Canadian Wealth Management (CWM) businesses in all account opening & maintenance activities and providing direction and support to...

  • Associate, Client Services

    3 days 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...

  • AML Analyst

    2 weeks ago

    Toronto, Canada CB Canada Full time

    Manpower is currently hiring for the position of AML Analyst - Client Management Services for Capital Marketst, for a bank in Toronto.You will act as single point of contact for all sales, trading, corporate banking, investment banking for US & CDA for all Capital Markets clients or trading Capital Markets products to provide services to our clients....

  • Client Onboarding Senior Representative

    4 days ago

    Toronto, Canada Scotiabank Full time

    As a Client Onboarding Senior Representative, you will be responsible for providing oversight/control on client account opening documents to help reduce the firm's risk with the applicable regulating bodies. Is this role right for you? In this role you will: Review, analyze and approve//reject documents for completion and accuracy using various system...