Senior Associate, National Services and Client Relations

Job title:

Senior Associate, National Services and Client Relations

Company

CIBC

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 visitWhat You’ll Be DoingAs the National Services and Client Relations Senior Associate, you will oversee various tasks from CIBC Wood Gundy branches and clients. You will primarily lead the onboarding of numerous competitive hires, coordinating the required administrative activities when onboarding new clients including generation of new accounts and applicable client documentation. During the periods in which you are not leading a competitive recruit, you will support the National Services (supporting branches) and Client Relations (supporting clients) teams in resolving issues, supporting WG programs and responding to client and branch inquiries.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.To be successful in this role you must be willing to travel within Canada and to work extended hours to accommodate the Competitive Recruit program based on Business needs.How You’ll SucceedDocumentation – Preparation and distribution of account opening documentation will be a key component of this role. The accuracy and timeliness of these documents is crucial to a good first experience for our new clients. Paying attention to minor details is critical.Project Coordination/Management – Managing and coordinating the entire onboarding process for a new advisor, sometimes with several hundred new clients at the same time. Some tasks may include holding kick off meetings and process review sessions, reporting daily status, training staff where needed.Mentoring – Supporting sales assistants with systems and process training to support the early onboarding of the new IAs until full training program can be provided.Client Service – Provide support to clients for various client-facing applications. Ensure emails received in the CIBC Wood Gundy Client Relations mailbox are responded to on a timely basis. Provide excellent client experience by responding to emails in a courteous, knowledgeable, and professional manner. Provide documentation to current and past clients, and authorized representatives.Branch Support – Respond and provide follow-up to branch emails accordingly. Ensure emails received in the National Services departmental inbox are tended to and due diligence is taken on providing a constructive response. Ensure communications from various internal areas within the firm are sent correctly.Who You AreYou have a degree/diploma in Business Commerce, Finance or related field. Experience in the investment brokerage industry in a customer service role is a definite asset.Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You have well-developed communication, interactive and presentation skills sufficient to provide detailed explanation and interpretation of factual and conceptual information and ideas related to complex issues and data.You’re driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.You engage with your heart and mind. This role will require some paid overtime, including evenings and weekends as needed to support the competitive hire.It is an asset if you are fluent in both English and French.Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.What CIBC OffersAt 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 aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC 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 contactYou 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.Job Location Toronto-81 Bay, 12th FloorEmployment Type RegularWeekly Hours 37.5Skills Accountability, Client Service, Communication, Customer Experience (CX), Customer Service, Documentations, Financial Products, Group Problem Solving, Microsoft Excel, Office Administration, Onboarding, Teamwork

Expected salary

Location

Toronto, ON

Job date

Sun, 10 Nov 2024 00:00:33 GMT

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