Build client relationships at CIBC while supporting Investor Services through inbound calls, online channels, and careful problem solving. Training begins onsite.
This Customer Service Representative role is part of Investor Services Inc., supporting clients including Investors Edge. You will identify needs, ask questions, take accountability for issues, and find timely resolutions. Because the group is non-advice, you will not recommend products or investments.
Key Responsibilities:
- Provide frontline support to Investor Services clients
- Listen, ask questions, and understand client concerns
- Complete client requests efficiently and accurately
- Recommend next steps on client matters
- Escalate issues or refer clients when appropriate
Requirements:
- Business degree or diploma
- French and English fluency
- Commitment to client-first service
- Goal-oriented approach with accountability
- Ability to learn ISI products and Investor's Edge
Use communication, efficiency, and relationship-building skills to support CIBC clients across Investor Services contact channels.
CIBC Investor Services Advisor Support in Montréal employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
