Company Information:

CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work.

We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions.

We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience.

Position Overview:

Strategic Operations Support and Client Onboarding (SOS&CO) is a client focused organization that supports client onboarding, account setups/maintenance and client access to data via our digital tools. The core focus of the team is to deliver positive client onboarding outcomes and to transform and re-engineer our onboarding processes to provide a streamlined, consistent client onboarding experience.
Reporting into the Director, Governance and Quality Control the Senior Quality Control Analyst will execute and perform secondary review across centralized onboarding tasks and support the governance and quality assurance of onboarding processes, risks, and controls. They will serve as the lead on assigned quality assurance initiatives, providing support, training and guidance to Quality Control Analysts.

Responsibilities:

• Executes and tracks centralized onboarding and client change tasks. Performs secondary reviews.
• Mentors, coaches, trains Quality Control Analysts and new team members as they deliver on centralized onboarding and governance activities.
• Leads and supports SOS&CO team risk & compliance and quality assurance initiatives (self-testing program, audit co-ordination, attestation process, etc.).
• Reviews, develops and writes departmental policies and procedures, including the implementation of testing procedures.
• Evaluates findings and reports discrepancies to identify trends and provide insights to support decision-making.
• Focuses on risk mitigation and turns lessons learned into opportunities to minimize operational risk and enhance operational efficiency.
• Analyzes existing processes, identifies areas for improvement, and recommends changes to enhance efficiency and accuracy.
• Identifies and acts on opportunities to evolve onboarding processes with a focus on centralization, risk mitigation, alignment with BNY and adoption of digital tools.
• Participates in innovation and transformational projects.
• Supports the implementation of digital solutions by acting as subject matter expert on the current process/controls, contemplating downstream impacts, identifying opportunities for efficiencies, improving client and user experience, and influencing end state enhancements.
• Supports the collection and reporting of monthly metrics and governance reporting.
• Enhances our governance oversight program through improved client data accuracy and metrics to provide transparency.
• Drives best practices and leverages/aligns with the BNY Enterprise Onboarding Platform and methodology, while adjusting for the uniqueness of the Canadian market.
• Establishes and maintains strong internal and external relationships to ensure time sensitive and confidential activities are escalated, prioritized, and actioned.

Qualifications:

Specific Knowledge & Skills (not preferred or an asset)

• University or equivalent training with a concentration in business, finance, or accounting

• 5+ years progressive experience in project management, client service and risk management

• Knowledge and experience within the Investment Accounting or Custody segment, asset servicing industry and related platforms

• Strong digital fluency skills: ability to use new and developing technology to find, evaluate, and communicate information effectively

• Effective change management and collaboration skills; ability to activate change in varied environments

• Organized, detail oriented, analytical, ability to multi-task and meet deadlines

• Excellent written and verbal communication skills

• Strong critical thinking and problem-solving skills

Working Conditions Unique to Job (i.e. Standard Office Environment)

• Standard Office Environment.

CIBC Mellon's Values:

Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards
Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward
Be One Family: Challenge, empower and recognize your colleagues
Take Ownership: Speak up, speak out, and make things better