Analyst, Data Analytics & Insights, Client Services - 12 month term
Analyst, Data Analytics & Insights, Client Services - 12 month term
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Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What Youll Be Doing
The Client Services (CS) team holds a global mandate for client onboarding within the Capital Markets lines of business. The team is primarily responsible for managing the end-to-end client onboarding activities including the collection of client data for record keeping purposes through research and/or interaction with front office and clients. The Client data is captured in the client onboarding system together with supporting documentation to meet the Anti-Money Laundering/Know Your Client (AML/KYC) Regulations. Accurate client data is essential for Regulatory and Tax reporting.
Reporting to the Director of Data Analytics & Insights you will play a vital role in supporting the Client Services team by managing offboarding activities for Capital Markets clients. You will assist in the preparation of reports and dashboards sourced from the Capital Markets client onboarding system and database. Your objective will be to ensure that these reports meet the information requirements of the Capital Markets lines of business EAML Examiners Compliance Officers as well as Internal and External auditors. You will be committed to delivering all activities and reports in a high-quality and timely manner contributing to the overall success of the team.
At CIBC we enable the work environment most optimal for you to thrive in your role. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 3 days per week on-site while other days will be remote.
How Youll Succeed
Data and Reporting: You will play a crucial part in understanding the CIBC CM client onboarding process and workflow enabling you to construct comprehensive end-to-end client lifecycle reporting. You will document the processes and procedures necessary for generating metrics and reporting as needed while also escalating any issues to your manager in a timely manner. As an escalation contact for queries concerns and issues from internal stakeholders regarding project activities you will provide resolutions in a professional and timely manner. Your work will be expected to align with the performance goals and measures set forth. Additionally you will lead or assist in the preparation of reports produced by the Client Services team ensuring they meet the ongoing objectives of relevant stakeholders promptly. You will also be responsible for producing accurate and value-added management reports and dashboards on a regular or ad-hoc basis as directed by senior management of the Client Services and Client Data Management team.
Onboarding support: You will demonstrate a keen attention to detail while conducting all assigned activities related to onboarding support. Your responsibilities will encompass a variety of tasks including reporting triaging clients into active and inactive groups merging client records and facilitating offboarding activities. Additionally you will document processes in the form of procedures and job aids empowering the team to deliver consistent results and meet required deadlines effectively.
Projects: You will actively participate in the operationalization of client data initiatives and projects aimed at improving efficiencies while ensuring compliance with AML regulatory and tax reporting requirements. You will assist in researching and obtaining necessary information and documents for offboarding processes as well as participate in the triage process to identify active clients who require periodic AML risk reviews.
Stakeholder Management: You will engage collaboratively with the regional client onboarding and risk review teams within the Client Services team as well as our partners in Technology and Client Data Management. Your efforts will focus on enhancing the quality of client data which may involve undertaking manual clean-up and remediation initiatives. By fostering strong relationships and effective communication with stakeholders you will contribute to the continuous improvement of our data integrity and operational efficiency.
Providing Valuable Insights: You will leverage the data in the client onboarding system to generate valuable insights that support strategic decision-making. By analyzing trends patterns and anomalies within the data you will identify opportunities for process improvements and risk mitigation. You will create detailed reports and visualizations that highlight key findings and actionable recommendations. Your insights will help drive the development of more efficient onboarding processes enhance compliance with regulatory requirements and improve overall client satisfaction. Additionally you will collaborate with other teams to ensure that data-driven insights are integrated into broader business strategies and initiatives.
Who You Are
You can demonstrate 3 years of work experience ideally within Capital Markets or the financial industry in the area(s) of Client Onboarding Change Management and Client Data Analysis. You have experience in understanding AML Regulatory Tax in a large client database.
You have demonstrated experience with advanced analytical and reporting skills using Microsoft Excel Power-Bi SharePoint Power Automate and other business intelligence analytics and data visualization tools to produce relevant reports and display data to meet the needs of various requestors on a regular or adhoc basis.
You have a degree/diploma in business finance data analytics math statistics or operations research. You can demonstrate experience in Capital Markets business and product knowledge with regards to the client onboarding lifecycle. Its an asset if you have familiarity with institutional investment clients and large corporations.
You embrace and advocate for change. A proven track record of effective execution and achieving results. Adaptable flexible and willing to work in a dynamic environment.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You possess excellent research analysis and documentation skills to collect validate and consolidate the required data/information into appropriate formats.
Youre digitally savvy. Readily able to leverage technology to drive results and efficiencies.
You are passionate about people. Strong relationship management skills with a focus on customer service. Well defined knowledge of tools and techniques for maintaining an environment where all understand and are committed to providing excellent service to internal and external customers.
Youre goal oriented. Must possess the ability to understand monitor update or enhance existing business or work process. Knowledge of the practices procedures and principles of project management. Strong sense of accountability and ownership over client data quality and end-to-end client data processes. Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.
You engage with your heart and mind. You care about people and respect different perspectives. You possess excellent verbal and written communication problem solving and analytical thinking skills. Ability to communicate effectively at all levels of the organization including clients and relationship managers to deliver high quality and timely deliverables.
Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.
#LI-TA
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 work to recognize you in meaningful personalized ways including a competitive compensation a banking benefit* wellbeing support and additional offers such as employee and family assistance programs 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.
*Subject to program terms and conditions
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
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation coding French proficiency MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.
Expected End Date
Job Location
Toronto-161 Bay St. 9thEmployment Type
Temporary (Fixed Term)Weekly Hours
37.5Skills
Analytical Thinking Business Effectiveness Capital Markets Client Service Customer Experience (CX) Detail-Oriented TeamworkRequired Experience:
IC
Employment Type
Full-Time
