Analyst, Client Services, Capital Markets - 6 month term
Analyst, Client Services, Capital Markets - 6 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
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. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 3 days per week in the office while other days will be remote.
How Youll Succeed
Client Engagement: 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.
Accountability: 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 clients 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.
Teamwork and Trust: Youll 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.
Who You Are
Youre knowledgeable and experienced. 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.
Youre 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 results with strong attention to detail and focus on overcoming obstacles.
Youre goal oriented. You have a can do attitude with a passion for driving solutions and a sense of urgency to prioritize and multi-task. You provide strong results-orientation that includes adherence to policies procedures and deadlines while maintaining high quality results/output. You address conflicts and escalate issues where appropriate.
Youre digitally savvy. You seek out innovative solutions and embrace evolving technologies. You have strong working experience with Microsoft Word PowerPoint and Excel. Experience working with Fenergo or similar systems and WorldCheck is an asset.
Youre passionate about people. You are confident and professional when communicating with customers sales & trading and all levels of the organization including your teammates.
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
