Client Service Specialist, Client Account & Access Management

CIBC Mellon; Toronto; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Client Service Specialist to enhance client relationships and ensure seamless account management. This role involves acting as a subject matter expert, facilitating account openings, and maintaining compliance with regulatory requirements. The ideal candidate will thrive in a dynamic environment, demonstrating strong problem-solving skills and digital fluency. Join a collaborative team where your contributions will directly impact client satisfaction and operational success. If you are passionate about delivering exceptional service and driving change, this opportunity is perfect for you.

Qualifications

• 3+ years in financial services operations with client-facing roles.
• Strong digital fluency and MS Office skills required.

Responsibilities

• Act as a client liaison for account and portal ID management.
• Coordinate complex account restructures and ensure compliance.

Skills

Client Liaison

Account Management

Regulatory Compliance

Problem Solving

Communication Skills

Digital Fluency

MS Office Suite

Analytical Skills

Education

University Degree in Business, Finance or Accounting

Tools

MS Office (Word, Excel, PowerPoint, SharePoint)

Job description

Client Service Specialist, Client Account & Access Management

Join to apply for the Client Service Specialist, Client Account & Access Management role at CIBC Mellon

Client Service Specialist, Client Account & Access Management

Join to apply for the Client Service Specialist, Client Account & Access Management role at CIBC Mellon

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• Subject matter expert and client liaison on account and online portal ID establishment and ongoing maintenance requirements.
• Facilitates account opening and maintenance requests for assigned portfolio of clients.
• Requests set up and maintenance of external NEXEN, PIN and Record Keeping application IDs, including related support functions (sending confirmation of ID details, updating client profile for call centre usage, liaising with client, vendors and applicable internal teams on ID set up issues/resolution).
• Acts as part of a central hub of experts and liaison between the client, legal, tax, compliance, and other operational groups to ensure all applicable regulatory, legislative and corporate requirements are adhered to in the account opening process.
• Manages and coordinates complex restructures through the collapsing, merging or establishment of new accounts and obtaining the applicable constating and other supporting documents.
• Manages client advocacy by finding resolutions to issues, ensuring accounts are opened in time and per plan, while informing clients and other stakeholders of real or potential problems/issues.
• Establishes and maintains strong internal and external relationships to ensure that time sensitive and confidential activities are effectively managed and any impacts and status are disseminated to all stakeholders.
• Minimizes operational risks by ensuring compliance with regulatory requirements and corporate and departmental policies/procedures.
• Investigates and seeks resolution to internal issues and endeavors to find solutions or escalates to the Manager as needed.
• Maintains an understanding of services and the Client’s business profile as it relates to the team’s accountabilities to ensure compliance with regulatory requirements, corporate policies and procedures.
• Perform accurate tracking, monitoring and reporting in line with departmental KPIs/metrics.
  
  

Responsibilities

• Subject matter expert and client liaison on account and online portal ID establishment and ongoing maintenance requirements.
• Facilitates account opening and maintenance requests for assigned portfolio of clients.
• Requests set up and maintenance of external NEXEN, PIN and Record Keeping application IDs, including related support functions (sending confirmation of ID details, updating client profile for call centre usage, liaising with client, vendors and applicable internal teams on ID set up issues/resolution).
• Acts as part of a central hub of experts and liaison between the client, legal, tax, compliance, and other operational groups to ensure all applicable regulatory, legislative and corporate requirements are adhered to in the account opening process.
• Manages and coordinates complex restructures through the collapsing, merging or establishment of new accounts and obtaining the applicable constating and other supporting documents.
• Manages client advocacy by finding resolutions to issues, ensuring accounts are opened in time and per plan, while informing clients and other stakeholders of real or potential problems/issues.
• Establishes and maintains strong internal and external relationships to ensure that time sensitive and confidential activities are effectively managed and any impacts and status are disseminated to all stakeholders.
• Minimizes operational risks by ensuring compliance with regulatory requirements and corporate and departmental policies/procedures.
• Investigates and seeks resolution to internal issues and endeavors to find solutions or escalates to the Manager as needed.
• Maintains an understanding of services and the Client’s business profile as it relates to the team’s accountabilities to ensure compliance with regulatory requirements, corporate policies and procedures.
• Perform accurate tracking, monitoring and reporting in line with departmental KPIs/metrics.
  
  

Qualifications

• 3 + years progressive experience in financial services operations and demonstrated client facing roles
• University or equivalent training with a concentration in business, finance or accounting
• Strong digital fluency skills; ability to use new and developing technology to find, evaluate, and communicate information effectively
• Demonstrated MS Office software skills (Word, Excel, SharePoint, PowerPoint, etc.)
• Effective change management and collaboration skills; ability to activate change in varied environments
• Organized, detail oriented, analytical, ability to multi-task and meet deadlines
• Excellent written and verbal communication skills
• Strong critical thinking and problem solving skills
• Organized, detail oriented, analytical, ability to multi-task and meet deadlines
• Excellent written and verbal communication skills
• Strong critical thinking and problem solving skills

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking, Financial Services, and Investment Banking

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