Job Description

We\xe2\x80\x99re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what\xe2\x80\x99s 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



The goal of CIBC\xe2\x80\x99s 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

Client Services and Data Management 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 CS&DM 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\xe2\x80\x99s lifecycle with CIBC Capital Markets, to gether 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 and client AML refresh activities for direct clients, neand existing funds, shared clients and brokers as well as performs regular and ad-hoc activities to ensure a consistent client lifecycle data management environment.

At CIBC we enable the work environment optimal for you to thrive in your role. Details on your work a arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You\'ll Succeed

Client Onboarding - Work directly with Front Office, Operations, Client Services, and other stakeholders to process client and product onboarding requests while providing a smooth and seamless onboarding experience.

• Apply understanding of the CIBC CM client onboarding and AML processes and workflows in order to support the needs of the Front Office and clients with relationships ranging from Sales/Trading, Loans, and Advisory Services.
• Validate client and product information through a \xe2\x80\x9ctriage\xe2\x80\x9d process to ensure high quality information is collected, inputted, and managed on Client Data Management (CDM) repositories and applications prior to being handed off to the next step of the client onboarding process.
• On behalf of the Front Office, coordinate onboarding activities as required by Legal, Compliance, EAML, Operations, Trade Control, Client File Admin, Client Services, Credit, etc.
• Manage regulatory outreach campaigns in support of the collection of missing or new regulatory data and documents. Ensure follow up with the customer and or stakeholder to obtain all documentation and disseminate relevant information to the respective internal teams.

Data Management - Maintain the regulatory tracker for client outreach and carry out inquiries to resolve each item on the tracker, as needed.

• Able to quickly assess factors that affect a client\xe2\x80\x99s profile or regulatory reporting issue through research in order to make timely decisions and take appropriate action as necessary to resolve the problem.
• Manage individual and team email inbox in a timely manner while addressing the inquiries and requests professionally
• Identify issues and/or delays associated with a client or product onboarding requests and AML refresh cases and escalate to senior management as required.
• Ensure client onboarding procedures are followed and reflect new regulatory requirements, policy changes, and procedural changes as they evolve and are introduced into the operations of the team.
• Meet established individual and team activity targets and SLA\xe2\x80\x99s while managing tasks in a fast and dynamic working environment. The expectation is to execute responsibilities with efficiency and high level of accuracy.
• Execute prioritized tasks based on deadlines associated with front office or senior management requests.
• Establish subject matter expertise in all areas related to job mandate to become fully competent in the role.
• Enforce and adhere to CIBC policies and departmental procedures at all times.

Relationship Management- Develop relationships with internal stakeholders, including Senior Management in Front Office, as well as
Legal, Compliance, Technology and Operations stakeholders

• Commitment to ensure self competency remains at a high level through cross training of relevant skills

and industry knowledge.

Who You Are

You can demonstrate experience minimum of 1 to 3 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 experience in Customer Service Management: Well defined knowledge of tools and techniques for maintaining an environment where all understand, and are committed to, providing excellent service to internal and externalcustomers. Strong sense of accountability and ownership over client experience and end-to-end client onboarding processes.

You are a great communicator. Excellent verbal and written communication, problem solving and analytical thinking skills. Ability to identify conflicts and escalate issues, when and where appropriate, maintaining a sense of urgency to ensure onboarding targets are met.

You have good Business Knowledge. Must have familiarity with Capital Markets clientele, business and product knowledge to easily understand and support the client onboarding lifecycle across Sales/Trading, Lending and Advisory services globally. 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.

Execution. A proven track record of effective execution and achieving results in a face paced and demanding environment.

Readily and comfortably able to leverage technology to drive results and efficiencies.

You put our clients first . Relationship management oriented skills with a focus on customer service.

Must have a strong continuous improvement mindset.

You are flexible and adaptive. You are able to adapt to changing situations and ability to work in a very fast paced and demanding environment.

You are good in research & Analysis. You have good research ,analysis and documentation skills to collect, validate and consolidate the required data/information into appropriate formats.

You are a problem solver. Good problem solving, and time management skills.

Process Management: Must possess the ability to learn, understand, and apply new business or workflow process.

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

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 health benefits program, defined benefit pension plan, an employee share purchase plan 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.

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

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.

Job Location Toronto-161 Bay St., 9th

Employment Type Temporary (Fixed Term)

Weekly Hours 37.5

Skills

Capital Markets, Client Onboarding, Customer Onboarding, Database Management, Data Management, Trade Control, Trade Desk, Trading Desks

CIBC