Analyst, Client Experience

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

Our Institutional Client Experience team supports the delivery of high-quality service to institutional clients across a range of operational and client servicing activities. As a Analyst, Client Experience, you'll contribute to the day-to-day servicing of institutional clients by resolving operational requests, coordinating with internal and external partners, and helping ensure accurate, timely service delivery. You'll support account openings and closings, account maintenance, reporting, audit requests, and transaction processing while preparing client communications, valuation statements, and other ad hoc materials. You'll also assist with know your client (KYC) and anti-money laundering (AML) package preparation, compliance-related activities, and responses to operational due diligence questionnaires and other client inquiries. Working closely with Client Relationship Managers, you'll help draft and submit trade instructions to support client cash flow needs and portfolio rebalancing aligned to strategic asset allocation requirements. In this role, you'll continue building knowledge of CIBC's internal systems and applications to help deliver a consistent and responsive client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.

The expected annualized base salary range for this role is $71,400 to $79,300.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How you'll succeed

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

Who you are

• You have relevant experience. You bring 2-3 years of experience in asset management, preferably supporting institutional clients with broad familiarity across asset classes and institutional client types.
• You have a degree/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.
• You can demonstrate experience in Microsoft Excel, PowerPoint, and Word, including advanced spreadsheet modeling. It’s an asset if you have 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.
• You communicate with purpose. You have strong verbal and written communication skills and can present information clearly, professionally, and thoughtfully to clients and internal partners. Fluency in French is an asset.
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Toronto-141 Bay, 18th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Account Administration, Account Maintenance, Account Openings, Analytical Thinking, Asset Management, Client Communication, Client Relations, Client Relationship Management, Client Service, Interpersonal Communication, Operational Efficiency, Work Collaboratively