Specialist, Custody Services

CIBC Mellon; Toronto; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading company in the financial services sector is looking for a Specialist in Custody Services. The role focuses on delivering exceptional client service, managing inquiries, and ensuring compliance within a dynamic team. Ideal candidates will have a degree and a solid understanding of markets. This entry-level position offers a chance to grow in a supportive environment, contributing to process improvements and participating in key initiatives.

Qualifications

• Approximately 1 year of industry-related experience.
• Canadian Securities Course is an asset.

Responsibilities

• Delivering professional service to Clients and Investment Managers.
• Researching and resolving inquiries promptly.
• Ensuring compliance with regulatory requirements.

Skills

Client Service

Research

Relationship Management

Process Improvement

Compliance

Education

Community College or University degree

Tools

Excel

Word

Job description

Join to apply for the Specialist, Custody Services role at CIBC Mellon

We are seeking a Specialist, Custody Services to deliver professional client service, support operational management, ensure compliance, and contribute to process improvements within our custody services team. The role involves researching and resolving client inquiries, maintaining strong relationships, supporting offshore teams, and participating in departmental initiatives.

Responsibilities include:

• Delivering professional service to Clients and Investment Managers within CS standards.
• Researching and resolving inquiries promptly.
• Maintaining effective relationships with clients, internal staff, and offshore teams.
• Supporting ongoing CS initiatives and identifying upsell/cross-sell opportunities.
• Cross-training and acting as a backup for team members.
• Monitoring account activities, supporting cash and trade processing, and ensuring timely market settlements.
• Ensuring compliance with regulatory requirements, policies, and procedures.
• Making process improvement suggestions and participating in training programs.
• Participating in departmental or corporate committees and completing assigned quality tasks.

Qualifications include:

• Community College or University degree.
• Approximately 1 year of industry-related experience.
• Canadian Securities Course (asset).
• Good understanding of domestic and global markets.
• Proficiency in Excel, Word, and other computer skills.
• Ability to meet strict deadlines and demonstrate client service skills.

Additional details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industries: Banking, Financial Services, Investment Banking

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