Client Services Associate at CIBC

CIBC is seeking a dedicated Client Services Associate for a 12-month fixed-term contract in Toronto. This role focuses on client onboarding and requires capital markets expertise and strong attention to detail.

As an Associate in Client Services, you will assist institutional clients in navigating compliance requirements, including Client Due Diligence and Dodd-Frank directives.

Your role involves end-to-end onboarding processes and risk reviews, demanding a strong grasp of capital markets knowledge and client interaction. You will also support and mentor analysts while maintaining a superior client experience in a fast-paced setting.

Key Responsibilities:

• Manage end-to-end client onboarding and documentation

• Oversee and approve risk review cases efficiently

• Coach analysts on compliance standards and systems

• Address stakeholders' needs promptly and professionally

• Maintain updated knowledge of capital markets products

Requirements:

• 1-3 years of QA or QC experience

• Understanding of AML/KYC and Dodd-Frank reporting

• Bachelor’s degree in Finance or related field

• Proficiency in Spanish or Portuguese is a plus

• Strong analytical and detail-oriented skills

Embrace your role in providing exceptional client service and expert onboarding at CIBC.
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