Associate, Client Services

## Associate, Client Services Apply locations:
Toronto, ONtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
June 27, 2026 (7 days left to apply) job requisition :
2612933

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  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
** Client Services, Capital Markets, has a global mandate of assisting institutional customers with completing Client Due Diligence (CDD), and Dodd-Frank (DF) reporting requirements when dealing in capital markets. As an Associate, Client Services, you are primarily responsible for end-to-end client onboarding and risk review activities, which requires solid capital markets knowledge, client data collection for record keeping purposes, and research and/or interaction with trading & sales and clients in a fast pace environment with simultaneous and urgent priorities.

Reporting to the Director and team leader, you are primarily responsible for providing a seamless client experience in a fast pace environment involving a variety of cases and products with changing priorities with minimal to zero observations during audits, examinations, and quality assurance reviews. In addition, coaching, training, and supervision over Analysts to solve issues and escalations is expected. As an Associate, Client Services, you may also be required to participate in Capital Markets strategic initiatives under the leadership of the Head of Client Services (CS).
* 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 1-3 days per week on-site, while other days will be remote.
*** How you'll succeed**
* ** Accountability** – You will ensure all onboarding and risk review cases are completed within deadlines in a challenging, fast paced environment, where priorities often shift. You’ll act as escalation point for customers, sales & trading and internal stakeholders by addressing missing documents or information and resolve their queries in a timely and professional manner. You are willing to learn, self-educate and maintain a high level of knowledge of Capital Markets products and services as well as AML/KYC, Dodd-Frank and over-the-counter (OTC) reporting requirements in Canada and the US.
* ** Client Onboarding Management** – You have capital markets products knowledge and experience dealing with institutional clients, with ability to deliver accurate results under tight deadlines, acting with a sense of urgency in a professional manner. You coach & train analysts and new team members, as needed and ensure analysts’ pipeline is kept up-to-date. You will review and approve client onboarding and periodic review cases submitted through the client onboarding system applying CIBC’s Anti-Money Laundering (AML)/Anti-Terrorist Financing (ATF) Standards and CS Procedures, Dodd-Frank guidelines related to Over-the-Counter (OTC) products and other relevant Guidelines/Job Aids in a timely manner, observing a Service Level Agreement (SLA) and keeping the number of submitted cases under approved thresholds with minimal to zero observations from audit, examinations and quality assurance reviews.
* ** Stakeholder and Client Management** – You manage client’s, sales & trading and corporate bankers’ requests, communications and expectations in a timely manner in a face-pace environment while establishing trust with internal and external shareholders. You keep your teammates and leader informed regularly of all activities, especially on important issues where further escalation may be required. You remain knowledgeable with activities associated with the Analyst role and the onboarding tool in order to step in to review, coach and to provide advice to Analysts and assist the desks.
** Who you…