Analyst, Client Experience - CIBC, Toronto

Position summary

CIBC is building a relationship-oriented bank for the modern world and is looking for talented, passionate professionals dedicated to doing what is right for clients. As an Analyst, Client Experience within the Institutional Client Experience team in Toronto, you'll support the delivery of high-quality service to institutional clients across a range of operational and client servicing activities. You'll contribute to day-to-day servicing by resolving operational requests, coordinating with partners, and ensuring accurate, timely service delivery while building your knowledge of internal systems and applications.

Requirements

• 2-3 years of experience in asset management, preferably supporting institutional clients with broad familiarity across asset classes and institutional client types.
• A degree or diploma in Commerce, Business Administration, Mathematics, or Computer Science.
• Completion of the Canadian Securities Course (CSC) and progress toward completing the Chartered Financial Analyst (CFA) or Canadian Investment Manager (CIM) programs is an asset.
• Demonstrated experience in Microsoft Excel, PowerPoint, and Word, including advanced spreadsheet modeling.
• Experience with SS&C, Eagle, custodial platforms such as Nexen or My State Street, and market data or analytics tools such as Bloomberg, FactSet, Morningstar Direct, Databricks, and Power BI is an asset.
• Strong verbal and written communication skills to present information clearly, professionally, and thoughtfully to clients and internal partners.
• Fluency in French is an asset.

Key duties

• Support institutional client servicing activities by resolving operational requests and helping deliver accurate, timely service across the client lifecycle.
• Coordinate account openings, closings, maintenance activities, reporting requests and audit support with a strong focus on quality and follow-through.
• Work collaboratively with partners across operations, client servicing, custodians, compliance, and relationship management teams to support seamless service delivery.
• Prepare client reports, communications, valuation statements, and ad hoc materials while maintaining accuracy and attention to detail.
• Assist with KYC and AML package preparation, compliance-related requests, and responses to audit inquiries.
• Work with Client Relationship Managers to draft and submit trade instructions that support client cash flow requirements and portfolio rebalancing needs.
• Take ownership of identifying opportunities to improve workflows, strengthen documentation, and support automation initiatives that enhance accuracy, efficiency, and the overall client experience.

Why you'll love it here

At CIBC, your goals are a priority, and your strengths and ambitions are embraced so you are empowered at work. Team members have what they need to make a meaningful impact and are valued for their contributions. Recognition and rewards include:

• A competitive salary and participation in an annual discretionary incentive or bonus program.
• Banking benefits, a benefits program, a defined benefit pension plan, and an employee share purchase plan.
• A vacation offering, wellbeing support, and MomentMakers, a social points-based recognition program.
• Initiatives like Purpose Day, a paid day off dedicated to investing in your personal growth and development.