Support institutional clients at CIBC in Toronto through account administration, operational requests, and accurate service delivery onsite full-time. Build trusted relationships through detailed client support.
As a Client Experience Analyst, you will support institutional servicing across the client lifecycle. Your work includes account openings, maintenance, reporting, trade support, and compliance activities. You will coordinate with relationship managers, operations, custodians, and compliance partners to resolve requests and prepare communications, valuation statements, and documentation.
Key Responsibilities: Resolve operational requests for institutional clients
Coordinate account openings, closings, maintenance, and reporting
Prepare communications, valuation statements, and ad hoc materials
Assist with KYC,



AML, audit, and compliance requests
Draft trade instructions supporting cash flow and rebalancing
Requirements: Two to three years of asset management experience
Institutional client support and broad asset class familiarity
Degree or diploma in business, commerce, mathematics, or computer science
Advanced Microsoft Excel, PowerPoint, and Word skills
Solid written, verbal, analytical, and critical thinking skills
Bring institutional servicing, account administration, and analytical communication skills to CIBC’s Toronto client experience team.

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📌 Institutional Client Experience Analyst (Ontario)
🏢 CIBC
📍 Ontario