Associate Manager, Dealer Relations, Recordkeeping

7 months ago

Toronto, Canada CIBC Mellon Full time

**Company Information**:
CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

**Position Overview**:
The Associate Manager, Dealer Relations, Recordkeeping, builds and sustains key relationships between CIBC Mellon, its clients and the Canadian Mutual Fund broker dealer community (distributors, deals and brokers), developing and supporting communication initiatives between these groups.

**Responsibilities**:

- Develops and maintains relationships with existing CIBC Mellon/URK Client representatives, mutual fund industry distributors, dealers and brokers, acting as a liaison between CIBC Mellon, the client, and the broker dealer community by providing details on client updates, industry changes, ESG Standards, FundSERV updates, Fund changes, dealer updates, and client conversions
- Schedules and leads regular meetings with representatives of the dealer community to build and reinforce CIBC Mellon business relationships, promote and improve channels of communication, and reduce administrative gaps
- Prepares, distributes and reports results of the dealer satisfaction survey, presentation of Dealer Service Report Card
- Directs and guides the Dealer Relations team on a technical process basis with: fund setups, dealer updates, conversions, correspondence, reporting, bulk transfers, dealer agreements, communications, etc.
- Advises and provides guidance to management, and other teams within the Unitholder Recordkeeping Department for new fund launches, industry compliance, the Prospectus, Offering Memorandum, Fund Fact Sheets, FundSERV, FUNDcom, electronic order processing, ESG standards, and electronic file forwarding.
- Collaborates on the review of various legal agreements and documentation including the dealer agreement and represents CIBC Mellon on industry related committees (i.e.IFIC, FundSERV/FUNDcom enhancements, IIROC,MFDA, etc.)
- Delivers or collaborates on client or internal presentations focusing on new product launches, investment fund changes, CDS rollovers, mergers, dealer updates, dealer agreements, semaphores, etc.

**Qualifications**:

- University education (graduate)
- 6-7 years relevant mutual fund industry experience
- Knowledge of the mutual fund industry; In depth knowledge and experience using FundSERV
- Communication skills, both verbal and written

**CIBC Mellon's Values**:
Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better

  • Dealer Relations Associate

    2 months ago

    Toronto, Canada S&P Global Full time

    **About the Role**: **Grade Level (for internal use)**: 09 Part of automotiveMastermind’s success is attributed to our unique culture and “One Team ” philosophy. The Dealer Relations Associate (DRA) will embody this philosophy and act as an extension of our Dealer Relations Team by providing support in an array of administrative and dealer partner...

  • Dealer Relations Manager

    7 months ago

    Toronto, Canada Toyota Full time

    Job Description Dealer Relations Manager About Toyota Financial Services Toyota Financial Services (TFS) provides retail, leasing and dealer financing services to Toyota and Lexus dealerships and customers across Canada. TFS is a member of Toyota Financial Services Corporation (TFSC), a wholly owned subsidiary of Toyota Motor Corporation in Japan with the...

  • Account Administrator, Recordkeeping

    8 months ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Dealer Relations Manager

    3 weeks ago

    Toronto, Canada Toyota Canada Full time

    Job Description Dealer Relations Manager - Halifax Office About Toyota Financial Services Toyota Financial Services (TFS) provides retail, leasing and wholesale financial services to Toyota and Lexus dealerships and customers across Canada. TFS is a member of Toyota Financial Services Corporation (TFSC), a wholly owned subsidiary of Toyota Motor...

  • District Dealer Relations Manager

    1 week ago

    Toronto, Canada Toyota Canada Full time

    Job Description District Dealer Relations Manager - Montreal Office About Toyota Financial Services Toyota Financial Services (TFS) provides retail, leasing and wholesale financial services to Toyota and Lexus dealerships and customers across Canada. TFS is a member of Toyota Financial Services Corporation (TFSC), a wholly owned subsidiary of Toyota Motor...

  • District Dealer Relations Manager

    1 week ago

    Toronto, Canada Toyota Canada Full time

    Job Description District Dealer Relations Manager - Calgary Office About Toyota Financial Services Toyota Financial Services (TFS) provides retail, leasing and wholesale financial services to Toyota and Lexus dealerships and customers across Canada. TFS is a member of Toyota Financial Services Corporation (TFSC), a wholly owned subsidiary of Toyota Motor...

  • Dealer Relations Specialist

    7 months ago

    Toronto, Canada Fidelity Investments Full time

    Job Description You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. Current work authorization for Canada is required for all openings. Who we are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of...

  • Unitholder Recordkeeping Account Administrator

    2 weeks ago

    Toronto, Canada SGGG Fund Services Full time

    **Summary**: **Accountabilities**: Account administration and transaction processing. Respond in a professional manner to Dealer and Fund Manager inquiries. Produce monthly and adhoc reporting for Dealers and Fund Managers. Assist with other department functions as required. Develop a professional and productive relationship with Clients and FSI staff. Keep...

  • Dealer Relations Representative

    2 weeks ago

    Toronto, Canada CI Financial Full time

    CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality...

  • Client Relationship Representative, Recordkeeping

    7 months ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Manager, Dealer Support

    3 weeks ago

    Toronto, Canada Ontario Motor Vehicle Industry Council Full time

    OMVIC is currently searching for a **Manager, Dealer Support **for the Toronto based corporate office. **Who is OMVIC?** OMVIC (Ontario Motor Vehicle Industry Council) is Ontario’s vehicle sales regulator. OMVIC enforces the Motor Vehicle Dealers Act and other consumer protection statutes for the Ministry of Government and Consumer Services. OMVIC’s...

  • Dealer Relations Coordinator I

    2 days ago

    Toronto, Canada KAR Global Full time

    RESPONSIBILITES: - Drive superior customer experience to ensure dealer satisfaction and build client retention. - Support growth of the customer base and act as a liaison between all auction departments, including sales representatives, consignment dealers and auction personnel. - Perform key functions such as supporting KAR Global initiatives, organizing...

  • Team Leader- Account Recordkeeping

    3 weeks ago

    Toronto, Canada Computershare Full time

    **Location: Ontario - **Toronto East Beaver Creek **We give you a world of potential** We have a unique opportunity for someone to contribute their talents and strengths as a Team Leader based in our Toronto East Beaver Creek office. We're searching for a motivated and independent individual. Let's make an impact together!! Global Operations Shared...

  • Dealer Platform Manager

    7 months ago

    Toronto, Canada Porsche Cars Canada Full time

    **Dealer Platform Manager**: If you make hearts beat faster, your own has to be in the right place. - **Code number**:J000011655 - **Entry level**:Professionals - **Location**:Toronto - **Organization**:Porsche Cars Canada **Tasks **Tasks**Tasks*** **Position Objectives**: **Primary Responsibilities**: - Lead and implement, in coordination with the...

  • Business Development Associate, Automotive M&a

    7 months ago

    Toronto, Canada Dealer Solutions Mergers and Acquisitions Full time

    **SPARK NEW OPPORTUNITIES WITH DSMA!** Toronto Region **Do you work in the car industry and have great relationships with Dealer Principals?** **If you are at the point in your career where you are thinking to yourself “I want to grow and go to the next level” all while continuing to work with your automotive network, this may be for you.** Dealer...

  • Dealer Services Specialist

    7 months ago

    Toronto, Canada Toyota Full time

    Job Description Dealer Services Specialist About Toyota Financial Services Toyota Financial Services (TFS) provides retail, leasing and dealer financing services to Toyota and Lexus dealerships and customers across Canada. TFS is a member of Toyota Financial Services Corporation (TFSC), a wholly owned subsidiary of Toyota Motor Corporation in Japan with...

  • Dealer Business Manager

    8 hours ago

    Toronto, Canada Rogers Communications Full time

    At Rogers, the entrepreneurial spirit is part of our DNA. Our Rogers Business teams help foster and grow the Canadian economy by supporting businesses of all sizes. From small to large-scale enterprises, our teams help deliver innovative technology, network services, and a suite of solutions to help them succeed. We offer Canada’s largest and most reliable...

  • Dealer Support Representative

    7 months ago

    Toronto, Canada Epsilon Full time

    **Job Description**: The Dealer Support Representative will assist the Sales Director and Account Executive in managing communication with dealerships and retailers. This position works closely with Epsilon Marketing teams to improve the program/product offerings and identify potential sales opportunities. This position requires demonstrated organizational...

  • Dealer Representative

    1 month ago

    Toronto, Canada Grand Touring Automobiles Full time

    At **Grand Touring Financial Services**, we are leaders in automotive leasing, committed to innovation, service excellence, and empowering our dealer network. As part of the Grand Touring Automobiles family, we strive to embody our motto: _Live Grand._ We are seeking a talented **Dealer Representative** to join our team, enhancing dealer relationships and...

  • Dealer Representative

    1 month ago

    Toronto, Canada Grand Touring Automobiles Full time

    At Grand Touring Financial Services, we are leaders in automotive leasing, committed to innovation, service excellence, and empowering our dealer network. As part of the Grand Touring Automobiles family, we strive to embody our motto: Live Grand.We are seeking a talented Dealer Representative to join our team, enhancing dealer relationships and driving the...