Bilingual Institutional Client Relations Associate

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

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.