Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
About the role
- Manager leading the MyClient Support team at CIBC, providing leadership and management for operational activities and ensuring high client service levels.
Responsibilities
- Provide leadership and management of staff members within a medium/moderately complex operational/support unit
- Ensure operational efficiency and timely response or resolution of user inquiries
- Manage front line support needs and activities for WG users of the MyClient application
- Participate in annual planning, analyzing trends, identifying opportunities to build a high performing team
- Create a positive work environment and act as an effective role model by championing CIBC’s Vision, Mission and Values
Requirements
- Post-secondary degree/diploma in business or finance (or equivalent)
- 5 – 7 years of work experience in a related field within Financial Services industry
- Advanced computer skills with an excellent working knowledge of Wood Gundy and CIRO policy and procedures
- Knowledge of internal CIBC systems and relevant technology specific to Wood Gundy (e.g. Broadridge, MyClient), is an asset
- Strong interpersonal, negotiation and mediation skills
Benefits
- Competitive compensation
- Annual discretionary incentive or bonus program
- Wellbeing support
- Employee and family assistance programs
- Moment Makers, our social, points-based recognition program
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