Are you looking for a challenging role where you will have the opportunity to have a huge
impact on an industry leader?
Do you have outstanding relationships and a creative streak? Do you have strong attention to detail?
If so, this role may be for you!
The details of this role that will help you decide if it’s the right move for you…
...
Location: Toronto, ON (Hybrid)
Competitive Rate
Duration: 6 months (Possibility of Extension)
Global opportunities for professional growth and development
Advantages
• Well known and reputable financial company
• Good opportunity to grow within a large financial institution
• 6 month contract
• Hybrid schedule - specific onsite days 3 days in office -Wednesday is an anchor day and flexibility on the other two days
Responsibilities
End-to-end client onboarding activities within the above specified space, which consists of client data and information collection through research and interaction with numerous stakeholders including, Front Office, Legal Documentation, Credit, Operations and clients. Accurate client data is captured, validated, stored and maintained throughout the client’s lifecycle with Capital Markets, together with supporting documentation, to meet various regulations and reporting needs.
Reporting to the Director, the incumbent executes and/or facilitates the end-to-end client onboarding activities for direct clients, new and existing funds, shared clients and brokers as well as performs regular and ad-hoc activities to ensure a consistent client lifecycle data management environment. The incumbent may be required to participate in and support Capital Markets strategic initiatives under the leadership of the Executive Director and/or Head of Client Service & Data Management
Client Onboarding and Data Management
•Work directly with Front Office, Operations, Legal, and other stakeholders to process client and product onboarding requests while providing a smooth and seamless onboarding experience.
•Apply understanding of the CIBC CM client onboarding and AML processes and workflows in order to support the needs of the Front Office and clients with relationships ranging from Sales/Trading, Loans, and Advisory Services.
•Validate client and product information through a “triage” process to ensure high quality information is collected, inputted, and managed on Client Data Management (CDM) repositories and applications prior to being handed off to the next step of the client onboarding process.
•Act as the primary contact for the Front Office to provide the overall status and progress on client and product onboarding requests, including inquiries and issues management.
•On behalf of the Front Office, coordinate onboarding activities as required by Legal, Compliance, Operations, Trade Control, Client File Admin, Client Services, Credit, etc.
•Manage individual and team email inbox in a timely manner while addressing the inquiries and requests professionally
•Resolve issues and/or delays associated with a client or product onboarding requests and escalate to senior management as required.
•Ensure client onboarding procedures are followed and reflect new regulatory requirements, policy changes, and procedural changes as they evolve and are introduced into the operations of the team.
•Participate in adhoc and planned project testing and implementations against CDM applications as needed during off hours.
•Train new and junior colleagues by sharing knowledge and experience related to the job mandate.
•Identify opportunities for automation and enhancements to current processes and procedures that support operational efficiencies and contribute to a client centric operating model and environment.
•Meet established individual and team activity targets and SLA’s while managing tasks in a fast and dynamic working environment. The expectation is to execute responsibilities with efficiency and high level of accuracy.
•Expected to self motivate and prioritize multiple deadlines associated with front office or senior management requests.
•Identify inconsistencies in client and product data with the objective of remediating these discrepancies or gaps within CDM applications.
•Manage high complexity cases and assignments
•Participate as a subject matter expert in project assignments and application testing activities to support various system enhancements on GEO (Global Entity Onboarding), CDR (Client Data Repository), and RCS (Regulatory Counterparty Service) but not limited to these internal CIBC applications.
•Enforce and adhere to CIBC policies and departmental procedures at all times.
Relationship Management
•Effectively manage relationships with clients and internal stakeholders, including Senior Management in Front Office, as well as Legal, Compliance, Technology and Operations stakeholders
•Work collaboratively with team members to ensure overall team competency remains at a high level through cross training of relevant skills and industry knowledge.
Qualifications
Must Have Requirement:
· Experience in Client Onboarding, Trade Control, Trade Desk Support, or Operations, preferably in Capital Markets.
· Experience working with Capital Markets clients and products across Sales/Trading, Lending, and Advisory services.
· Familiarity with institutional clients (e.g., Asset Managers, Insurance Companies, Pensions, Sovereign Wealth Funds).
· Knowledge of AML/KYC, taxation, and regulatory reporting (e.g., Dodd-Frank, EMIR, MiFID, IIROC).
· Proficient in intermediate Excel functions, including working with large data sets, using VLOOKUPs, creating pivot tables and charts, and organizing or grouping data for analysis; no coding required.
Nice to Have:
· University degree, preferably in Finance or Accounting (asset).
· Similar experience or position within another financial institution
Soft Skills:
· Strong verbal and written communication; able to influence, negotiate, and resolve conflicts effectively.
· High sense of accountability and ownership of the client onboarding experience.
· Strong relationship management and customer service orientation.
· Excellent problem-solving, analytical thinking, and decision-making abilities.
· Effective time management and ability to prioritize in a fast-paced environment.
· Adaptable and flexible in dynamic, high-pressure settings.
· Continuous improvement mindset with a focus on operational efficiency.
· Innovative thinker with the ability to apply creative solution
Summary
If this role sounds like a good fit for you, please APPLY ONLINE at www.randstad.ca
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
Are you looking for a challenging role where you will have the opportunity to have a huge
impact on an industry leader?
Do you have outstanding relationships and a creative streak? Do you have strong attention to detail?
If so, this role may be for you!
The details of this role that will help you decide if it’s the right move for you…
Location: Toronto, ON (Hybrid)
Competitive Rate
Duration: 6 months (Possibility of Extension)
Global opportunities for professional growth and development
Advantages
• Well known and reputable financial company
• Good opportunity to grow within a large financial institution
• 6 month contract
• Hybrid schedule - specific onsite days 3 days in office -Wednesday is an anchor day and flexibility on the other two days
Responsibilities
End-to-end client onboarding activities within the above specified space, which consists of client data and information collection through research and interaction with numerous stakeholders including, Front Office, Legal Documentation, Credit, Operations and clients. Accurate client data is captured, validated, stored and maintained throughout the client’s lifecycle with Capital Markets, together with supporting documentation, to meet various regulations and reporting needs.
...
Reporting to the Director, the incumbent executes and/or facilitates the end-to-end client onboarding activities for direct clients, new and existing funds, shared clients and brokers as well as performs regular and ad-hoc activities to ensure a consistent client lifecycle data management environment. The incumbent may be required to participate in and support Capital Markets strategic initiatives under the leadership of the Executive Director and/or Head of Client Service & Data Management
Client Onboarding and Data Management
•Work directly with Front Office, Operations, Legal, and other stakeholders to process client and product onboarding requests while providing a smooth and seamless onboarding experience.
•Apply understanding of the CIBC CM client onboarding and AML processes and workflows in order to support the needs of the Front Office and clients with relationships ranging from Sales/Trading, Loans, and Advisory Services.
•Validate client and product information through a “triage” process to ensure high quality information is collected, inputted, and managed on Client Data Management (CDM) repositories and applications prior to being handed off to the next step of the client onboarding process.
•Act as the primary contact for the Front Office to provide the overall status and progress on client and product onboarding requests, including inquiries and issues management.
•On behalf of the Front Office, coordinate onboarding activities as required by Legal, Compliance, Operations, Trade Control, Client File Admin, Client Services, Credit, etc.
•Manage individual and team email inbox in a timely manner while addressing the inquiries and requests professionally
•Resolve issues and/or delays associated with a client or product onboarding requests and escalate to senior management as required.
•Ensure client onboarding procedures are followed and reflect new regulatory requirements, policy changes, and procedural changes as they evolve and are introduced into the operations of the team.
•Participate in adhoc and planned project testing and implementations against CDM applications as needed during off hours.
•Train new and junior colleagues by sharing knowledge and experience related to the job mandate.
•Identify opportunities for automation and enhancements to current processes and procedures that support operational efficiencies and contribute to a client centric operating model and environment.
•Meet established individual and team activity targets and SLA’s while managing tasks in a fast and dynamic working environment. The expectation is to execute responsibilities with efficiency and high level of accuracy.
•Expected to self motivate and prioritize multiple deadlines associated with front office or senior management requests.
•Identify inconsistencies in client and product data with the objective of remediating these discrepancies or gaps within CDM applications.
•Manage high complexity cases and assignments
•Participate as a subject matter expert in project assignments and application testing activities to support various system enhancements on GEO (Global Entity Onboarding), CDR (Client Data Repository), and RCS (Regulatory Counterparty Service) but not limited to these internal CIBC applications.
•Enforce and adhere to CIBC policies and departmental procedures at all times.
Relationship Management
•Effectively manage relationships with clients and internal stakeholders, including Senior Management in Front Office, as well as Legal, Compliance, Technology and Operations stakeholders
•Work collaboratively with team members to ensure overall team competency remains at a high level through cross training of relevant skills and industry knowledge.
Qualifications
Must Have Requirement:
· Experience in Client Onboarding, Trade Control, Trade Desk Support, or Operations, preferably in Capital Markets.
· Experience working with Capital Markets clients and products across Sales/Trading, Lending, and Advisory services.
· Familiarity with institutional clients (e.g., Asset Managers, Insurance Companies, Pensions, Sovereign Wealth Funds).
· Knowledge of AML/KYC, taxation, and regulatory reporting (e.g., Dodd-Frank, EMIR, MiFID, IIROC).
· Proficient in intermediate Excel functions, including working with large data sets, using VLOOKUPs, creating pivot tables and charts, and organizing or grouping data for analysis; no coding required.
Nice to Have:
· University degree, preferably in Finance or Accounting (asset).
· Similar experience or position within another financial institution
Soft Skills:
· Strong verbal and written communication; able to influence, negotiate, and resolve conflicts effectively.
· High sense of accountability and ownership of the client onboarding experience.
· Strong relationship management and customer service orientation.
· Excellent problem-solving, analytical thinking, and decision-making abilities.
· Effective time management and ability to prioritize in a fast-paced environment.
· Adaptable and flexible in dynamic, high-pressure settings.
· Continuous improvement mindset with a focus on operational efficiency.
· Innovative thinker with the ability to apply creative solution
Summary
If this role sounds like a good fit for you, please APPLY ONLINE at www.randstad.ca
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
