Sr. Processor, Wealth Management Operations Job at CIBC
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
CIBC.com
Job Description
What You’ll Be Doing
The Senior Account Processing Officer is accountable for providing professional, timely and efficient service to Wood Gundy branch (client) and ISI requests through the processing of complex and often multi-product financial and non-financial transactions within WMO Client Operations. The Senior Processor will be required to research and investigate administrative requests while applying the appropriate rules and regulations to ensure transactions are processed with consistency and accuracy. The incumbent will work with colleagues and management to improve the quality of client service delivered to our clients, provide guidance to more junior staff as required and seek opportunities to streamline processes.
At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.
How You’ll Succeed
- Research: Investigate and process administrative requests received via various channels (Global Operations Workbench, email, phone, mail or fax) in a timely manner to ensure customer satisfaction
- Support: Managing fund company initiated transactions via the file processing system known as FIS Mutual Fund Activity/MFA) (Wealthware)
- Reconcile: Client transactions/positions/cash against fund company transactions to identify errors.
- Prioritize Work: To meet service level agreements for the various lines of business
- Process Financial Transactions: Deposits, withdrawals, exchanges, transfers in, transfers out, adjustments
- Communicate: With colleagues in WMO, Client Operations, internal and external business partners in order to identify repetitive issues, evaluate and implement solutions to improve service
- Support and Participate: In any regulatory and audit reviews to ensure that business and client risks are identified and mitigated
Who You Are
- You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
What you need to know
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CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactMailbox.careers-carrieres@cibc.com
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You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
Toronto-81 Bay, 27th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Continual Improvement Process, Microsoft Office, Prioritization
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