Analyst, Custody Services - Toronto, Canada - CIBC Mellon

CIBC Mellon

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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.

Position Overview:

The Analyst, Custody Services will partner with and provide leading edge solutions to our top tier/larger client/IA relationships.

Develop strong partnerships with key business areas at BNY Mellon and CIBC Mellon while working to ensure that all quality control checks are completed within CS standards.

Responsibilities:

Liaise with key business areas in BNY Mellon and CIBC Mellon to facilitate smooth, timely and accurate resolution to queries/issues.
Take appropriate action to ensure timely market settlement of all cash and securities transaction to reduce market exposure.
Research all overdrafts or idle balances daily to ensure validity.
Support all relationships within the assigned client group (Mutual Funds, ETF Funds, Pension Plans, or Subcustody)
Assist with quarterly calls to Clients or Investment Managers.
Participate in Client presentations as needed.
Lead and participate in special projects related to future initiatives
Support and identify opportunities to improve processes within the group
Participate in CS Training Program/CIBC Mellon Leadership Development Program/HR Training courses.
Provide direction and support to staff in Toronto and Pune including assisting the staff with managing complex client issues and inquiries, and helping to liaise with internal departments.
Provide training to Specialists as required.
Act as a backup Supervisor, as required.

Qualifications:

Successful completion of postsecondary program with focus on business, finance or accounting
3 years progressive experience
Excellent knowledge of Excel, Word, PowerPoint
Detail oriented with good analytical and problem solving skills
Excellent verbal and written communication skills
Experience in customer service

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