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Added 16 mins ago
CI
Sr. Professional Engineer
Calian in Space & Technology
Ottawa, ON
- Full-time
…technical documentation and provide engineering expertise in support of the organization’s procurement…
Added 16 mins ago
MC
Business Analyst Finance Operations SME – Wealth Management (35773)
Myticas Consulting
Ottawa, ON
- Contract
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Added 1 hour ago
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Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
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- Full-time
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Added 1 hour ago
AR
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- From $43 CAD / hour
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Prepare cost-benefit and return-on-investment analyses to support system implementation
Added 1 hour ago
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RQ11648 – Business Analyst – Senior
S M Software Solutions Inc
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RQ11615 - Business Analyst - Junior
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Management Consulting Senior Analyst (CPA Candidate)
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Added 7 hours ago
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Business intelligence analyst - Information technology (IT)
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Prepare cost-benefit and return-on-investment analyses to support system implementation
Added 8 hours ago
HT
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Butterfield Group

Client Service Analyst - 6 month contract

Halifax, NS, Canada

Temporary

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Job details

Job type: Temporary
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 7, 2026

Original job description

Butterfield Support Services (Canada) Limited provides centralized shared services and support to the Butterfield Group in the areas of Finance and Accounting, Human Resources, Information Technology, Operations, Client Services and Compliance. Operating in multiple jurisdictions, we focus on results, value relationships, and celebrate success. If this sounds like your kind of company, then consider this opportunity to become part of a collaborative team of professionals at the world’s leading, independent offshore bank and trust company.

The Client Service Analyst reports to the Team Lead/Assistant Vice President of the Client Services team and is responsible for undertaking onboarding, periodic reviews, trigger reviews, and amendments, as well as ensuring that all allocated cases are executed per CST procedures and timeframes. As part of this role, the CS Analyst is a key liaison between front-line staff and clients, and is able to demonstrate a good understanding of the regulatory framework relevant to the role, whilst grasping the importance of a smooth and efficient service for Front Office teams and clients.

Your responsibilities will include:

Managing the workflow for all allocated cases.
Reviewing CDD information and documentation provided by clients during onboarding and ongoing reviews of individuals and Retail Banking clients, as well as simple structured Approved Introducers.
Conducting Financial Crime risk assessments in order to accurately document the risk profile of each relationship.
Ensuring that a detailed Source of Wealth and Funds rationale is held for each relationship, and where required, corroborating this information using public sources or documentation obtained directly from clients.
Undertaking adverse media searches to identify potential high-risk factors and reviewing the tax documentation provided by clients.
Ensuring consistency with Bank standards and procedures in order to prevent regulatory breaches.• Analysing the client summary completed by the Front Office team and ensuring they have documented the client accurately.
Providing guidance to Front Office teams with regard to required documentation for new clients.
Ensuring swift responses to RM and client requests.
Supporting with other duties as requested by management.

Your qualifications and skills include:

Post-Secondary education, or appropriate industry experience.
Aptitude for creative problem solving and analysing information.
Diligent and high-level attention to detail even when working under pressure.
Excellent oral and written communication skills.
Strong organisational and time management skills.
Self-starter and team player.
Strong IT skills.
Experience of banking services, banking systems, and/or working with clients would be preferred.
Experience of financial crime regulations would be preferred.
Ability to work independently and in a team environment.

Why Butterfield?

Butterfield is a leading, independent offshore bank and trust company. With more than 1,200 financial services professionals across ten international jurisdictions, the Butterfield experience is enhanced by robust learning and development opportunities and comprehensive benefits. Guided by our core values - approachable, collaborative, empowered and impactful - we provide a respectful environment where we value the diversity of our employees and the talents and experiences they bring. With a 160-year tradition of service excellence we empower individuals to achieve their potential and make a positive impact on our business, our clients and our communities.

Visit www.butterfieldgroup.com/careers to view all opportunities and apply via our careers’ portal.

Closing Date : October 23, 2026

Let’s start a conversation.

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More about this job

Responsibilities

Manage allocated client onboarding, periodic, trigger, and amendment cases in accordance with procedures and deadlines. Review client due diligence and tax documentation, assess financial crime risks, verify source-of-wealth and funds information, and coordinate documentation and requests with Front Office teams and clients.

Requirements

Post-secondary education or relevant industry experience is required, along with strong analytical problem-solving ability, attention to detail, communication, organization, and IT skills. Banking, client service, banking systems, and financial crime regulation experience are preferred.

Skills

Client Service
Client Onboarding
Customer Due Diligence
Financial Crime Risk Assessment
Source Of Wealth And Funds Analysis
Adverse Media Searches
Tax Documentation Review
Regulatory Compliance
Documentation Review
Workflow Management
Risk Profiling
Communication
Attention To Detail
Time Management
Problem Solving
Banking Systems

Benefits

Learning And Development Opportunities
Comprehensive Benefits

Visa sponsorship

Not detected in the job text

Keywords

Client Services
Banking
Offshore Banking
Trust Company
Client Onboarding
Customer Due Diligence
Periodic Reviews
Trigger Reviews
Client Amendments
Financial Crime
Risk Assessment
Risk Profiling
Source Of Wealth
Source Of Funds
Adverse Media
Tax Documentation
Regulatory Compliance
Front Office
Retail Banking
Approved Introducers
Client Documentation
Workflow Management
Banking Systems

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