Manager, Client Onboarding

Job title:

Manager, Client Onboarding

Company

Canadian Western Bank

Job description

At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles Specifications
Location : Vancouver, BC preferredAlternate Location: Toronto, ON
Everyday flexibility. Hybrid work environments. Collaborative connections.CWB Trust ServicesService You Can Trust®offers a wide variety of trustee and custodial solutions for individuals, businesses, and institutional investors. We operate with a deep understanding of the markets where we can make valuable contributions. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centred on providing clients with client-focused service, notable value, and tailored solutions.The opportunityThe Manager, Client Onboarding drives the institutional client onboarding experience by developing a robust transition plan for new client onboarding to ensure a flawless experience for the client in working with all CWB Trust Services teams. This work is implemented through the delivery of developing a thorough onboarding methodology from planning to implementation, and conversion reconciliation. The Manager, Client Onboarding demonstrates sound project management skills and works closely with internal and external stakeholders. The Manager, Client Onboarding plays a key role in setting the tone for the overall client experience with CWB Trust Services by anticipating client needs and preparing the operational team to deliver with excellence.Areas of focusProcess Alignment and Definition

• Build and implement clear critical metrics and associated measurements that track the progress and efficiency of CWBTS onboarding process.
• Leverage project management tools for supervising progress of onboarding and new contracts in the sales pipeline.
• Build and document client operational onboarding procedures

Operations Planning & Strategy

• Create and deliver clear lines of communication across the organization to optimally share information with stakeholders that achieve agile service for internal and external clients.
• Develop and implement comprehensive transition plans, processes, and tools to streamline and enhance the client onboarding experience. Assess the onboarding experience and develop action plans to address onboarding enhancements and operational efficiencies that are executable in the short and long term.
• Build a vision and business model for a Client Onboarding team with clearly defined roles and responsibilities.

Client and Stakeholder Relationships

• Serve as the main point of contact for Client Experience and Operations teams during the client onboarding process. Work closely with other managers to coordinate project resources and timelines.
• Analyze and identify operational requirements, potential risks, and client needs.
• Observe and report on the progress of client transition activities, such as identifying and mitigating any potential risks or delays.

People Leadership

• Mentor, coach, engage and support team members with active involvement in performance management, career development, talent acquisition and team engagement.
• Create and foster ongoing partnership and dialogue within CWB Trust Services teams and across the broader CWBFG to facilitate information sharing and alignment on business priorities.
• As a people leader the role is held accountable to create a work environment space for team members to feel empowered and openly share, while listening and acting on the teams’ areas of concerns. This also includes celebrating and recognizing wins and achievements to sustain a culture of accountability and CWB’s living our values.
• Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment. Promote cooperation and commitment within the CWB Financial Group towards the attainment of common goals enabling productive group interactions.
• Continual learning and development of personal goals to remain current in industry knowledge and to fulfill CWBFG’s and the role’s succession planning goals.

Who we’re looking for & what you’ve doneEducation

• Degree or equivalent experience in Business Administration or Finance or a related program.

Professional Experience

• Proven track record working for a trust company, custodian, or other financial institution with a specific focus on institutional operations and client engagement.
• Experience with project management methodologies and processes.
• Solid understanding of back-office operations, trust, and custody relationships.
• Strong working knowledge of securities processing rules, specific experience or knowledge with SWIFT, investment concepts and global settlement regimes.

Personal Competencies

• Demonstrated management, organizational and communication skills.
• Strong working knowledge of registered plans operations and legislation.
• Exceptional initiative, drive and self-motivation to move initiatives forward.
• Ability to be agile and flexible, remain calm and thoughtful in a fast paced and deadline driven environment.
• Exceptional problem solving, critical thinking and analytical abilities.
• Strong communication abilities with a natural curiosity to seek to understand.
• Cultivate strong relationships, building partnerships across the organization with partners and teams.
• Motivator, engager, and positive force of energy for the team to drive business results and form partnerships

Why work with us?Your success is our obsession! And our award-winning culture & benefits back it up.Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.Wellness matters. We offer an award-winning benefits package that includes:

• Hybrid work environments
• Everyday flexibility
• Generous company-funded health coverage
• Health care spending account
• A flexible wellness program
• generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

• Organization wide coaching services
• Mentorship
• Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.#LI-JA1IND-JAAs an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.Closing Date:

• Position closes at 12:01am on the close date identified below. 04/1/2024

Expected salary

Location

Vancouver, BC

Job date

Sat, 16 Mar 2024 02:45:14 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.