Associate, Client Relations - Bilingual

CIBC; Montreal; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC is seeking an Associate, Client Relations to support institutional client servicing. You’ll coordinate client deliverables, reporting, and due diligence questionnaires, while assisting Relationship Managers in building trusted client relationships and ensuring accurate communication in English and French.

You will help prepare client materials, support AML/KYC processes, and work with operations and portfolio teams to ensure compliance and timely deliveries.

Qualifications

• 3–5 years investment industry experience.
• Degree in Commerce/Business, Economics or related field.
• Completion of CSC and progress toward CFA or CIM is a plus.

Responsibilities

• Coordinate preparation of client deliverables, reporting and due diligence questionnaires.
• Support Institutional Client Relations Managers with inquiries and relationships.
• Communicate with English and French speaking clients and consultants.
• Develop high-quality institutional client materials with PMs and SRMs.
• Oversee and support AML/KYC packages and audit responses.
• Draft and submit trade instructions to meet client cash flow needs.

Skills

Client relations

Relationship mgmt

Excel

PowerPoint

Bilingual EN/FR

Communication

Education

Commerce/Business degree

Tools

Loopio

Upslide

Bloomberg

FactSet

Morningstar Direct

Databricks

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 visit CIBC.com.

What you'll be doing

The Institutional Client Experience Team is dedicated to delivering a high-quality service experience to institutional clients through responsive support, strong execution, and thoughtful relationship management. As an Associate, Client Relations, you'll support the delivery of client materials and client servicing activities while helping ensure service standards, policies, and procedures are applied consistently. You'll work closely with Client Servicing Relationship Managers, Client Portfolio Managers, and Analysts to respond to client and consultant inquiries, prepare client reporting and servicing presentations, and coordinate deliverables across a range of asset classes. As a bilingual team member, you'll support English and French speaking clients, communicating clearly and professionally in both languages. You'll also oversee trade instruction support related to client cash flow requirements and portfolio rebalancing needs, while contributing to compliance, due diligence, and operational processes alongside partners in Operations, Controls, and Portfolio Management teams. In this role, you'll help strengthen client relationships, support continuous improvement initiatives, and build the regulatory and operational knowledge needed to deliver an exceptional institutional client experience. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.

How you'll succeed

• Client deliverables and reporting - Coordinate the preparation and completion of client deliverables, including account administration, client reporting, servicing presentations, and due diligence questionnaires, while ensuring service standards and internal procedures are consistently met.
• Relationship support - Support Institutional Client Relations Managers in responding to client and consultant inquiries and in building strong, trusted relationships through timely, accurate, and professional communication.
• Stakeholder communication - Communicate directly with external stakeholders, including English and French speaking clients and consultants, under the guidance of Client Servicing Relationship Managers to support day-to-day servicing needs.
• Content development - Develop and enhance high-quality institutional client materials, including asset class presentations, market commentaries, and ad hoc deliverables, in partnership with Client Servicing Relationship Managers and Client Portfolio Managers.
• Regulatory and Compliance support - Oversee and support Analysts in preparing KYC and AML packages, responding to compliance-related requests, and responding to audit inquiries.
• Trade and cash flow coordination - Oversee and support analysts in drafting and submitting trade instructions to meet client cash flow requirements and portfolio rebalancing needs with accuracy and attention to detail.
• Organizational, Operational and Regulatory expertise - Develop regulatory, organizational, operational and portfolio management expertise by working alongside partners in Operations, Controls and Portfolio Management teams to deliver best-in-class solutions while adhering to regulatory requirements.
• Process improvement and automation - Take ownership of identifying opportunities to improve workflows, strengthen documentation, and support automation initiatives that enhance accuracy, efficiency, and the overall client experience.

Who you are

You have relevant experience. You bring 3-5 years of investment industry experience, with exposure to major asset classes and across institutional client types. It's an asset if your experience includes institutional client servicing, supporting consultant relations, or client portfolio management activities. You have a degree/diploma in Commerce, Business Administration, Economics or a related field. Completion of the Canadian Securities Course (CSC) and progress toward completing the Chartered Financial Analyst (CFA) or Canadian Investment Manager (CIM) programs is an asset. You communicate with purpose. You have strong verbal and written communication skills and can present information clearly, professionally, and thoughtfully to our clients. You can demonstrate experience in Microsoft Excel and preparing high quality institutional client materials in PowerPoint. It's an asset if you have experience using Loopio, Upslide, or related tools to respond to DDQs and support timely presentation delivery, and market data or analytics tools such as Bloomberg, FactSet, Morningstar Direct, Databricks, and Power BI. You give meaning to data. You enjoy investigating complex information and turning it into clear, meaningful insights for clients and internal partners. You apply sound judgment when working with detailed reporting, presentations, and deliverables. You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making. You are organized, client-focused, and act independently. You independently manage multiple priorities and consistently stay on top of client deliverables and service delivery standards. It's an asset if you are familiar with monday.com and Salesforce. You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life. You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best. You're fluent in French and English to serve our clients in the community.

What CIBC Offers

• competitive salary
• incentive pay
• banking benefits
• a benefits program*
• defined benefit pension plan*
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

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 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 [e-mail] CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 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

Non-Trader-1000 Gauchetière O

Employment Type

Regular

Weekly Hours

37.5

Skills

• Analytical Reports
• Business Initiatives
• Client Relations
• Client Relationship Management
• Client Reporting
• Client Service
• Customer Retentions
• Process Improvements

About CIBC

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.