Become a key player in client services with CIBC Mellon, providing dedicated oversight and risk management in Toronto. This full time role demands exceptional client service to meet the needs of institutional clients and investment managers.
As a Client Services Specialist in Custody Services, you will interact closely with institutional clients, ensuring a high standard of service delivery and maintaining strong relationships. You will collaborate with the offshore team in Pune, India, to efficiently resolve inquiries and process cash and trade activities. Your initiatives will aim to enhance client interaction and operational efficiency, making a real impact on service quality.
Key Responsibilities:
• Deliver professional client service within established standards




• Resolve client inquiries and maintain effective relationships
• Monitor cash and trade activities for assigned accounts
• Ensure compliance with regulatory requirements and policies
• Suggest improvements for automating team processes
Requirements:
• Community College or University degree
• Approximately 1 year of related industry experience
• Knowledge of domestic and global markets
• Proficiency in Excel and Word
• Strong organizational skills with attention to detail
Utilize your client service expertise to advance operational efficiency and contribute to CIBC Mellon's success in Toronto.
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📌 Client Services Specialist at CIBC Mellon (Toronto)
🏢 CIBC Mellon
📍 Toronto