Client Service Specialist, Relationship Management

at  CIBC Mellon

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.
We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

POSITION OVERVIEW:

Responsible for supporting and leading the account establishment and execution of CIBC Mellon’s client account opening activities, including activity relating to client account onboarding, maintenance and closing. Working in concert with Relationship Management, Client Service Delivery, and other stakeholders, the is a conduit to balancing client service, account establishment accuracy and adherence to legislative, legal, departmental and corporate standards. This role is further responsible for working closely with Relationship Managers and Service Directors to ensure overall service quality and client satisfaction in accordance with account opening, , tax, legal and market opening expectations.

QUALIFICATIONS:

• University degree or equivalent education with a concentration in business, finance or accounting
• 3-5 years’ progressive experience in financial services operations or client facing roles
• Demonstrated client service experience
• Organized, detail oriented, analytical

• Collaborates with Relationship Manager, Service Director, Onboarding Directors, Client and Prior Custodian to establish mapping of custodial accounts and requirements
• Acts as part of a Central Hub of experts and liaison between the client, legal, tax , global documentation and other operational groups to ensure all applicable regulatory, legislative and corporate requirements are adhered to
• Contributes to client advocacy by finding resolutions to issues, ensuring accounts are managed according to the contract and opened in time and per plan while informing clients and other stakeholders of real or potential problems/issues.
• Builds and maintains positive internal and external relationships to ensure that time sensitive and confidential Investment Manager Transition activities are effectively managed and any impacts and status are disseminated to all stakeholders
• Manages and coordinates complex restructures (i.e. fund managers) through the collapsing, merging or establishment of new accounts and obtaining the applicable constating documents
• Minimizes operational risks by ensuring compliance with regulatory requirements and corporate and departmental policies/procedures.
• Investigates and seeks resolution to internal issues and endeavors to find solutions or escalates to the Manager as needed
• Maintains understanding of services and the Client’s business profile as it relates to the team’s accountabilities to ensure compliance with regulatory requirements and corporate policies and procedures.
• Minimizes risk and operational losses by adhering to policies and procedures to ensure that set standards are met