Specialist, Custody Services
CIBC Mellon
Date: 1 week ago
City: Toronto, ON
Contract type: Full time
Responsibilities
Client Servicing
Client Servicing
- Ensure professional service is delivered to Clients and Investment Managers, within CS service standards, at all times.
- Research and resolve Client and Investment Manager inquiries within CS service standards.
- Maintain effective working relationships with Clients, Investment Managers, the offshore teams and internal staff to resolve client problems.
- Participate in ongoing CS initiatives/programs that promote client interaction.
- Identify upsell/cross-sell opportunities for Clients and Investment Managers. Inform the unit Supervisor and Manager and refer to Relationship Management..
- Cross train on all team accounts and act as back-up to team members where required.
- Ensure large overdraft and idle cash balances are appropriately reported daily, by closely monitoring all activities on assigned accounts.
- Support the offshore teams by monitoring cash and trade activity via daily reporting.
- Assist the offshore team with cash and trade processing, during Business Continuity situations, or as deemed necessary by Management (i.e. high volumes).
- Develop knowledge/good understanding of all custody products.
- Obtain training/remain current with all new system enhancements or procedural changes due to market or internal changes.
- Ensure compliance with all regulatory requirements, corporate, and CS policies and procedures.
- Validate Client and Investment Manager authorized signatures on all cash and securities instructions when processing.
- Ensure that all Client and Investment Manager cash and securities instructions are complete when assisting with cash and securities processing.
- Maintain CDI database, Client and Investment Manager account procedures, authorized signature lists, and other critical documents for an assigned group of accounts.
- Ensure compliance with Client and Investment Manager account procedures.
- Perform daily critical control functions as specified in team checklists.
- Ensure that Client and Investment Manager instructions/correspondence is filed according to CASG policy and procedures.
- Make suggestions for the automation and streamlining of processes within the team.
- Work with clients, internal committees, and CS/Pune staff to improve STP rates for your teams’ electronic clients.
- Work with clients, internal committees, and CS/Pune staff to improve your clients NI24101 rates.
- Work with clients, internal committees, and CS staff to reduce your teams’ fax clients.
- Participate in CS Training Program and attend other relevant HR Training courses.
- Actively participate in team meetings with both onshore and offshore staff.
- Participate in at least one corporate or CS committee or focus group.
- Complete quality assignments in a timely manner as assigned.
- Perform other duties as assigned.
- Community College or University degree
- Approximately 1 year of industry related experience
- Canadian Securities Course an asset
- A good understanding of domestic and global markets
- Good understanding of Excel and Word, and other computer skills
- The ability to meet strict deadlines
- Demonstrated Client Service skills
- Good organizational skills, with attention to detail
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