CIBC

Offices across Canada

Capital Markets, Client Data Analyst, Winter 2023 Co-O

Oct 02, 2022
Competitive
Toronto, Ontario
Co-op

Job Description

What you’ll be doing

When you join the Client Services team for an 4-month Co-op, you will be making a real difference for our clients, our team and our community. You will be required to conduct Anti-Money Laundering/Know Your Client (AML/KYC) due diligence and to oversee the on-boarding of clients through a complex internal structure that involves several different groups, people, and applications. You will also provide support to the strategic direction of the Client Services group, under the leadership of the Head of Client Services.

Reporting to the Director of Client Services, you will be accountable for successfully on-boarding new Capital Markets clients and conduct periodic risk reviews of existing clients in a high quality and timely manner.

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.

Important information

  • You are enrolled in a post-secondary degree at the time of the work term. You do not need to be in a registered Co-Op program to be considered for this role.  

  • Please include your resume (no more than 2 pages), a cover letter (no more than 1 page), and your most recent unofficial transcript with your application.  These should all be uploaded into the Resume section of your application. 

  • Location: Toronto. Please note all employees must work within their current jurisdiction and must reside within Canada. All CIBC Co-op positions require you to be based in Canada for the duration of the term.

  • Duration of Work Term: 4 months (January 2023 – April 2023). 

  • This job posting closes on October 2nd, 2022 at 11:59PM EST. 

How you’ll succeed

  • Client service – You will follow Client Services Procedures and Processes to ensure accurate, smooth and seamless on-boarding for Capital Markets clients and front-office. You will reach out to the client requesting documentation for on-boarding purposes. You will also ensure the client is followed up with to obtain all documentation and disseminate relevant information to the respective internal teams. You’ll serve as the single point of contact for front office sales and internal departments (e.g. Credit, Legal, etc.) for queries surrounding the on-boarding of clients.

  • Research and reporting – You'll conduct research and inquiry to obtain document requirements for the initiation of on-boarding Capital Markets clients to CIBC. You’ll be responsible for reporting and facilitating status meetings with internal stakeholders to identify and resolve any issues. You will escalate issues surrounding the on-boarding process for the clients covered.

  • Collaboration – You will liaise with global project teams and regional stakeholders ensuring requirements and improvements are implemented, as needed

  • Process oriented – You must maintain a high level of knowledge of Capital Markets business products as well as AML/KYC standards, and partner with peers to deliver timely results for clients. You must be able to quickly assess factors that affect the AML risk profile of a customer to make timely decisions and take appropriate action as necessary. You have focused attention to detail when conducting AML Due Diligence.

  • Passion – You will work within a challenging, fast paced environment where priorities often shift and time pressures demand a rapid response to requests from the trading floor for trading authorization. You will work in a dynamic team environment where sharing of skills and knowledge is critical.

Who you are

  • You have demonstrated interest in Client Relationship Management. You have experience in Client Relationship Management and governance/compliance role supporting Capital Markets products and clients.

  • You understand that success is in the details. You are determined to deliver results, have strong attention to detail, and focus on overcoming obstacles.

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

  • You are organized and work gracefully under pressure. You can juggle multiple tasks and  prioritize work to make timely decisions and take appropriate action.

  • 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 give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.

  • You act like an owner. You have a strong sense of accountability and ownership over "client experience" and end-to-end client on-boarding processes.

  • You’re digitally savvy. You have strong working experience with Microsoft Word. PowerPoint and Excel. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.

  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability. 

What CIBC offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

  • Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home

  • Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity

  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training

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 Mailbox.careers-carrieres@cibc.com

  • 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.

Job Location

Toronto-161 Bay St., 5th

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Communication, Computer Coding, Customer Relationship Management (CRM), Data Analysis, Data Analysis Tools, Data Entry, Detail-Oriented, Microsoft Office, Microsoft Visio, Problem Solving, Process Improvements, Project Management, Teamwork, Time Management

How to Apply