About the role
Responsibilities
- Develops and maintains contact with clients via meetings, phone calls and email to strengthen the relationship and ensure excellent client service.
- Identifies industry trends and issues and monitors the competitive landscape to determine potential needs, issues or concerns based on general knowledge of the client.
- Provides information to clients on a timely basis regarding industry news, company initiatives, services, products and upcoming changes to policies, processes and technology.
- Reviews client inquiry activity and service performance to develop action plans that promote use of technology and self-service and reduce inquiry volumes.
- Analyzes escalated operational issues and partners with stakeholders to resolve client issues.
- Monitors client service delivery to ensure adherence to CIBC Mellon’s policies and governance requirements and manage risk..
Qualifications
- 5 years industry experience preferably in client service and/or sales capacity
- Solid understanding of asset servicing technologies, client operations and the competitive market
- Effective interpersonal and communication skills to maintain solid client relationships and coordinate with service delivery teams
- Analytical abilities to independently respond to technical client inquiries and resolve issues
- Relationship management and negotiation skills to help gain client buy-in to policy, product, pricing and technology changes.
- Action-oriented to executive on action plans and ensure delivery of excellent client service.
About CIBC Mellon
CIBC Mellon is dedicated to helping Canadian institutional investors and international institutional investors into Canada service their financial assets throughout the investment lifecycle. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon Corporation (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon delivers informed investment services for investment funds, pension plans, insurance companies, banks, foundations, endowments, corporations, and global financial institutions whose clients invest in Canada. As at June 30, 2024, CIBC Mellon had more than C$2.8 trillion in assets under custody and/or administration. CIBC Mellon is part of the BNY network, which as at June 30, 2024 had US$49.5 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.
CIBC Mellon is a licensed user of the CIBC trademark and certain BNY trademarks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company and may be used as a generic term to refer to either or both companies.
About the role
Responsibilities
- Develops and maintains contact with clients via meetings, phone calls and email to strengthen the relationship and ensure excellent client service.
- Identifies industry trends and issues and monitors the competitive landscape to determine potential needs, issues or concerns based on general knowledge of the client.
- Provides information to clients on a timely basis regarding industry news, company initiatives, services, products and upcoming changes to policies, processes and technology.
- Reviews client inquiry activity and service performance to develop action plans that promote use of technology and self-service and reduce inquiry volumes.
- Analyzes escalated operational issues and partners with stakeholders to resolve client issues.
- Monitors client service delivery to ensure adherence to CIBC Mellon’s policies and governance requirements and manage risk..
Qualifications
- 5 years industry experience preferably in client service and/or sales capacity
- Solid understanding of asset servicing technologies, client operations and the competitive market
- Effective interpersonal and communication skills to maintain solid client relationships and coordinate with service delivery teams
- Analytical abilities to independently respond to technical client inquiries and resolve issues
- Relationship management and negotiation skills to help gain client buy-in to policy, product, pricing and technology changes.
- Action-oriented to executive on action plans and ensure delivery of excellent client service.
About CIBC Mellon
CIBC Mellon is dedicated to helping Canadian institutional investors and international institutional investors into Canada service their financial assets throughout the investment lifecycle. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon Corporation (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon delivers informed investment services for investment funds, pension plans, insurance companies, banks, foundations, endowments, corporations, and global financial institutions whose clients invest in Canada. As at June 30, 2024, CIBC Mellon had more than C$2.8 trillion in assets under custody and/or administration. CIBC Mellon is part of the BNY network, which as at June 30, 2024 had US$49.5 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.
CIBC Mellon is a licensed user of the CIBC trademark and certain BNY trademarks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company and may be used as a generic term to refer to either or both companies.