Institutional Custody Services Specialist

CIBC Mellon; Toronto; On-site; CAD 44,000 - 67,000; Full time

Job summary

CIBC Mellon, located in Toronto, is a leading provider of asset servicing solutions for institutional investors. This role provides professional client service, account oversight and risk management to a defined group of clients, collaborating with the offshore cash and trade processing team to ensure accurate and timely settlement.

Responsibilities include handling inquiries, monitoring overdraft and idle cash, validating instructions, and maintaining key client documentation to support

Qualifications

• Community College or University degree or equivalent.
• Approximately 1 year of industry-related experience.
• Good understanding of domestic and global markets.
• The ability to meet strict deadlines.
• Demonstrated Client Service skills.
• Good organizational skills with attention to detail.

Responsibilities

• Provide professional client service, account oversight and risk management to an assigned group.
• Work with offshore cash and trade processing team to ensure timely processing.
• Research and resolve Client and Investment Manager inquiries to maintain relationships.
• Validate signatures on cash and securities instructions and ensure market settlement.
• Maintain CDI database, account procedures, and authorized signature lists for compliance.

Skills

Client Service skills

Organizational skills

Deadline-driven

Understanding of domestic and global (

Education

Community College or University degree

Job description

CIBC Mellon, located in Toronto, is a leading provider of asset servicing solutions for institutional investors. This role provides professional client service, account oversight and risk management to a defined group of clients, collaborating with the offshore cash and trade processing team to ensure accurate and timely settlement.

Responsibilities include handling inquiries, monitoring overdraft and idle cash, validating instructions, and maintaining key client documentation to support