Support client account setup and portal access at CIBC Mellon in Toronto, using financial services operations expertise and robust client communication.
Reporting to the Manager, Client Account and Access Management, this full time specialist supports institutional investor accounts and online access. The work combines account maintenance, client change events, regulatory coordination, and operational control. You will collaborate with legal, tax, compliance, vendors, and internal teams while resolving issues for assigned clients.
Key Responsibilities:
Facilitate account opening and maintenance requests for assigned clients
Coordinate NEXEN, PIN, and Record Keeping application IDs
Manage complex account restructures and supporting documentation
Resolve client issues and communicate potential operational impacts
Track, monitor, and report departmental KPIs and metrics
Requirements:
Three or more years financial services operations experience
Demonstrated experience in client-facing roles
Business, finance, or accounting university training
Solid MS Office and digital fluency skills
Excellent communication, analytical, and problem-solving abilities
Apply client service, account management, and regulatory coordination skills to support accurate, controlled operations at CIBC Mellon.