Current jobs related to Associate, Client Management Services - Toronto, Ontario - CIBC

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.

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What You'll Be Doing
 

As part of the Client Management Services (CMS) team, you will play a key role in onboarding direct clients, funds, shared clients, and broker counterparties for the Capital Markets lines of business. You will help manage a robust and effective client lifecycle process for Capital Markets clients. In this position, you are responsible for end-to-end client onboarding, which involves gathering client data and information through research and collaboration with various stakeholders, including Front Office, Legal Documentation, Credit, Operations, and clients themselves. You ensure that client data is accurately captured, validated, stored, and maintained throughout the client's lifecycle with CIBC Capital Markets, along with supporting documentation to meet regulatory and reporting requirements.

Reporting to the Director, you will execute and facilitate end-to-end client onboarding activities for direct clients, new and existing funds, shared clients, and brokers. You will also perform regular and ad-hoc tasks to maintain a consistent client lifecycle data management environment. As part of your role, you may be invited to participate in and support strategic initiatives for Capital Markets, under the guidance 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. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 3 days per week on-site, while other days will be remote.

How You'll Succeed

• Seamless Stakeholder Collaboration: You will collaborate directly with the Front Office, Operations, Legal, and other key stakeholders to process client and product onboarding requests, ensuring a smooth and seamless onboarding experience for all involved. You will serve as the primary contact for the Front Office, keeping them informed of the overall status and progress of onboarding requests, and addressing inquiries and issues as they arise. Acting on behalf of the Front Office, you will also coordinate onboarding activities with Legal, Compliance, Operations, Trade Control, Client File Administration, Client Services, Credit, and other internal partners, fostering effective communication and teamwork throughout the process.

• Client Onboarding Excellence: You will leverage your understanding of CIBC Capital Markets client onboarding and AML processes and workflows to effectively support the needs of the Front Office and clients across Sales/Trading, Loans, and Advisory Services. As part of your responsibilities, you will validate client and product information through a thorough triage process, ensuring that high-quality data is collected, entered, and managed within Client Data Management (CDM) repositories and applications before moving forward in the onboarding process. You will also ensure that client onboarding procedures are consistently followed and remain up to date with new regulatory requirements, policy changes, and procedural updates as they are introduced into the team's operations.

• Operational Efficiency & Issue Resolution: You will manage both individual and team email inboxes efficiently, ensuring that all inquiries and requests are addressed professionally and in a timely manner. You will take ownership of resolving issues and delays related to client or product onboarding requests, escalating matters to senior management when necessary. By proactively identifying inconsistencies in client and product data, you will work to remediate any discrepancies or gaps within Client Data Management (CDM) applications. You will also handle high-complexity cases and assignments with diligence and care, contributing to a culture of operational excellence.

• Process Innovation & Continuous Improvement: You will play an active role in identifying opportunities for automation and improvements to existing processes and procedures, helping to drive operational efficiencies and support a client-centric operating model. As a subject matter expert, you will participate in project assignments and application testing activities to support system enhancements on platforms such as GEO (Global Entity Onboarding), CDR (Client Data Repository), RCS (Regulatory Counterparty Service), and other internal CIBC applications. Additionally, you will engage in both ad hoc and planned project testing and implementation efforts for CDM applications, including those that may occur during off hours, ensuring continuous improvement and innovation within the team.

• Teamwork & Professional Growth: You will contribute to a collaborative team environment by training new and junior colleagues, sharing your knowledge and experience to support their development and the team's success. In this fast-paced and dynamic setting, you will consistently meet individual and team activity targets and service level agreements, managing your responsibilities with efficiency and a high degree of accuracy. You are expected to self-motivate and effectively prioritize multiple deadlines, particularly those associated with requests from the front office or senior management, ensuring high-quality results and continuous professional growth.

Who You Are

• You have a degree in finance or accounting, which is considered an asset.

• You can demonstrate 3 to 5 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 bring strong knowledge of relevant foreign and domestic regulations, policies, and guidelines impacting financial services, with expertise in AML/KYC, taxation, and trade reporting requirements such as Dodd Frank, EMIR, MiFID, CAT NMS, and IIROC.

• You bring strong Capital Markets business and product knowledge, enabling you to support the client onboarding lifecycle across Sales/Trading, Lending, and Advisory services globally. Your familiarity with institutional clients such as asset managers, insurance companies, pensions, and sovereign wealth funds, positions you for success. Experience with Retail, Commercial, and Wealth clients within CIBC or other banks is a valuable asset.

• You are committed to delivering exceptional service. You demonstrate strong accountability and ownership throughout the end-to-end client onboarding process. Your expertise with customer service tools and techniques ensures a positive and seamless client experience.

• You are an effective communicator and problem solver. You effectively address conflicts, resolve complaints, and negotiate compromises, influencing decisions and gaining consensus among diverse stakeholders. Your proactive approach ensures issues are escalated appropriately and onboarding targets are consistently achieved.
  You are goal driven. You have a proven ability to execute effectively and deliver results in a fast-paced, demanding environment. You demonstrate a strong continuous improvement mindset, consistently identifying opportunities for operational enhancements and increased process efficiency.

• You are tech savvy and comfortable leveraging technology. Using this technology you drive results and efficiencies. You adapt easily to new tools, and experience with data management and related techniques is an asset.

• You are a detail-oriented researcher. You excel at research, analysis, and documentation, effectively collecting, validating, and consolidating data into appropriate formats. Your strong problem solving and time management skills enable you to learn, understand, and apply new business or workflow processes with confidence.

• You thrive on making sound decisions and thinking critically. You demonstrate strong decision-making and critical thinking skills, analyzing situations accurately to reach effective solutions. You apply innovative and creative problem-solving, and confidently evaluate and discuss alternatives with multiple stakeholders.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
  
  #LI-TA

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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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-

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.

• 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 test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. 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.

Job Location

Toronto-161 Bay St., 9th

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Effectiveness, Capital Markets, Client Service, Customer Experience (CX), Detail-Oriented, Internal Auditing, Teamwork

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