Support client account setup and portal access at CIBC Mellon in Toronto, using financial services operations expertise and strong client communication.
Reporting to the Manager, Client Account and Access Management, this full-time specialist supports institutional investor accounts and online access. The work combines account maintenance, client change events, regulatory coordination, and operational control. You will collaborate with legal, tax, compliance, vendors, and internal teams while resolving issues for assigned clients.
Key Responsibilities:
- Facilitate account opening and maintenance requests for assigned clients
- Coordinate NEXEN, PIN, and Record Keeping application IDs
- Manage complex account restructures and supporting documentation
- Resolve client issues and communicate potential operational impacts
- Track, monitor, and report departmental KPIs and metrics
Requirements:
- Three or more years financial services operations experience
- Demonstrated experience in client-facing roles
- Business, finance, or accounting university training
- Strong MS Office and digital fluency skills
- Excellent communication, analytical, and problem-solving abilities
Apply client service, account management, and regulatory coordination skills to support accurate, controlled operations at CIBC Mellon.
Client Account Access Management Specialist in Toronto employer: CIBC Mellon
Join a dynamic team that prioritizes professional growth and fosters a collaborative work culture in the heart of the city. As a Manager of Financial Reporting and Compliance, you will benefit from comprehensive training programs and mentorship opportunities, ensuring your skills are continuously developed. Our commitment to excellence and innovation makes us an exceptional employer for those seeking meaningful and rewarding careers in financial services.
