Institutional Client Experience Associate

CIBC; Toronto; On-site; CAD 52,000 - 60,000; Full time

Job summary

CIBC in Toronto is seeking a Business Assistant, Client Experience to provide administrative and analytical support to Institutional Asset Management teams. You’ll help coordinate events, prepare memos, reports, presentations, and client-facing materials while assisting with invoices and database maintenance.

You will work on-site full-time, contribute to continuous improvement initiatives, and help ensure efficient operations and a high-quality client experience across the team.

Qualifications

• Degree/diploma in Commerce, Business Administration, Economics, Mathematics, or related field; CSC asset.
• Experience with Word, PowerPoint and Excel; quick learner of new software; knowledge of Bloomberg, FactSet, Morningstar Direct, Databricks and Power BI is a plus.
• Organized, client-focused, able to work independently; familiarity with monday.com and Salesforce is an asset.
• Attention to detail and strong critical thinking.
• You value teamwork, learning, and living our shared values.

Responsibilities

• Provide day-to-day administrative and analytical support to Institutional Asset Management teams.
• Coordinate events and prepare memos, reports, presentations, and client materials.
• Assist with invoice processing, expense tracking, and administrative projects.
• Maintain investment databases and due diligence content; assist with Loopio responses.
• Contribute to continuous improvement initiatives to streamline operations and client experience.

Skills

Analytical thinking

Client service

Communication

Office administration

Analytical support

Education

Degree in Commerce / Business Administration / Economics / Mathematics

Canadian Securities Course (CSC)

Tools

Bloomberg

FactSet

Morningstar Direct

Databricks

Power BI

monday.com

Salesforce

Job description

CIBC in Toronto is seeking a Business Assistant, Client Experience to provide administrative and analytical support to Institutional Asset Management teams. You’ll help coordinate events, prepare memos, reports, presentations, and client-facing materials while assisting with invoices and database maintenance.

You will work on-site full-time, contribute to continuous improvement initiatives, and help ensure efficient operations and a high-quality client experience across the team.