Senior Custody Services Specialist

CIBC Mellon; Toronto; On-site; CAD 57,000 - 65,000; Full time

Job summary

CIBC Mellon is a leading asset servicing provider in Canada, delivering multi-currency accounting, fund valuation, and investment information reporting. This full-time Toronto/Mississauga role focuses on day-to-day client service, risk management, and coordinating with onshore/offshore teams to ensure accurate processing.

We seek candidates with a business/finance/accounting background, 3+ years of experience, and a Canadian Securities Course.

Qualifications

• University, Community College degree or equivalent training with a concentration in business, finance or accounting
• 3 years progressive experience
• Canadian Securities Course
• Thorough knowledge of securities/investment industry
• Organized, detail oriented, analytical, ability to meet deadlines
• A customer service focus
• Excellent written and verbal communication skills

Responsibilities

• Assist the team in Toronto and Pune with the servicing of their accounts and the research and resolution of sensitive or complex client issues to ensure professional service is delivered and improve service standards
• Perform daily critical control functions by validating client and investment manager authorized signatures, verify security transactions, authorize cash transactions, research all overdrafts or idle balances daily to ensure validity and take appropriate action to ensure timely market settlement of all transactions to reduce market exposure
• Maintain special instructions, other critical documents and CDI database to ensure compliance and that policies and procedures are being adhered to
• Provide direction, technical advice and support to staff in Toronto and Pune, provide training to Specialists, serve as an assistant to the Team Leader/Supervisor in coordinating and monitoring the activities of the team both onshore and offshore
• Identify opportunities for improved processing, cost reduction, revenue generation, STP rates, NI-24101 trade match rates, fax clients and support & provide feedback with project testing

Skills

Customer service focus

Excellent communication

Detail oriented

Analytical

Education

University/College degree in business, finance or accounting

Canadian Securities Course

Job description

Company Information

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

Job Number: J0926-0136
Category: Custody Services
Employment Type: Full Time
City: Toronto/Mississauga
Posting Date: September 16, 2026
Closing Date: September 30, 2026

Company Information

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.
We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.
We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

Position Overview

Provide day to day support to CASG in Toronto and Pune India in the form of professional client service, account oversight and risk management to an assigned group of larger more complex client and/or investment managers.

Responsibilities

• Assist the team in Toronto and Pune with the servicing of their accounts and the research and resolution of sensitive or complex client issues to ensure professional service is delivered and improve service standards.
• Perform daily critical control functions by validating client and investment manager authorized signatures, verify security transactions, authorize cash transactions, research all overdrafts or idle balances daily to ensure validity and take appropriate action to ensure timely market settlement of all transactions to reduce market exposure.
• Maintain special instructions, other critical documents and CDI database to ensure compliance and that policies and procedures are being adhered to.
• Provide direction, technical advice and support to staff in Toronto and Pune, provide training to Specialists, serve as an assistant to the Team Leader/Supervisor in coordinating and monitoring the activities of the team both onshore and offshore.
• Identify opportunities for improved processing, cost reduction, revenue generation, STP rates, NI-24101 trade match rates, fax clients and support & provide feedback with project testing.

Qualifications

Specific Knowledge & Skills (not preferred or an asset)

• University, Community College degree or equivalent training with a concentration in business, finance or accounting
• 3 years progressive experience
• Canadian Securities Course
• Thorough knowledge of securities/investment industry
• Organized, detail oriented, analytical, ability to meet deadlines
• A customer service focus
• Excellent written and verbal communication skills

CIBC Mellon's Values

Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards

Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward

Be One Family: Challenge, empower and recognize your colleagues

Take Ownership: Speak up, speak out, and make things better

Job Specific Competencies

• The salary band for this position ranges between $52,000 - $78,000.
• A reasonable estimate of the pay range for this role is $57,000 - $65,000 at the time of this posting. Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.
• Please note, our recruitment process may include the use of AI-assisted tools.
• This posting is for an existing vacancy.

CIBC Mellon is committed to taking all reasonable steps to accommodate the needs of all individuals. Should you require any accommodations during the recruitment and selection process, please speak with your Recruitment Consultant.