Analyst, Client Services

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Client Services, Capital Markets, has a global mandate of assisting institutional customers with completing Client Due Diligence (CDD), and reporting requirements when dealing in capital markets. As Analyst, Client Services, you serve as the main point of contact for new and existing Global Markets clients, ensuring a seamless onboarding and ongoing experience. You collaborate with trading and sales desks, as well as other stakeholders, in a fast-paced environment where strong product knowledge, sound decision-making, and effective time management are essential.

Reporting to the Head of Client Services or a Team Leader delegate, you are responsible for completing Anti-Money Laundering (AML) and Know Your Client (KYC) due diligence, collecting Swap Dealer Regulatory reporting information, and supporting periodic client reviews. 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 in the office, while other days will be remote.

You act as the main point of contact for front office sales and trading, as well as internal departments such as credit, legal, and operations, on assigned client cases in a fast-paced environment. You are comfortable working under pressure and adapt quickly to shifting priorities. You coordinate with business sponsors, supervisors, and responsible teams to ensure all tasks are completed accurately and on time in the client onboarding system.

Your attention to detail helps deliver a smooth and seamless onboarding experience for Capital Markets clients.

You are committed to continuous learning and self-development, maintaining a high level of knowledge about Capital Markets products and services, as well as Anti-Money Laundering (AML), Know Your Client (KYC), Dodd-Frank and over-the-counter (OTC) reporting requirements in Canada and the US. You conduct research and inquiries to gather the necessary documentation for onboarding and offboarding, and you ensure your work meets audit, examination and quality assurance standards.

You assess factors that affect each client’s AML risk profile, enabling you to make timely decisions and take appropriate action for clients with higher risk. You collaborate with clients, sales and trading desks to request and collect documentation for onboarding or review purposes. You follow up with clients to obtain all required information, share relevant details with internal teams, and ensure accurate data entry for Operations and Support teams when setting up clients in systems and applications.

You’ll thrive in a dynamic team environment where effective communication, skill sharing and knowledge exchange are essential. You are adaptable and comfortable when priorities shift and time pressures require quick responses to deliver an excellent experience for clients and stakeholders. You follow Customer Services Procedures and Processes to ensure compliance with policies, and you support your colleagues by contributing to special projects and temporary assignments.

You can demonstrate experience. You have a financial background and a minimum 1 year of experience in AML / KYC, Dodd-Frank and OTC reporting preferably in a function related to Capital Markets and customer-facing role. Canadian Securities Course, CFA, post‑graduate studies and Spanish language skills are assets. You’re committed and put our clients first. You focus on delivering a seamless and smooth “customer experience” regardless of the complexity of the Capital Markets internal infrastructure and you are vigilant in delivering…