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Added 56 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 56 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
The primary responsibility of the Business Development Specialist is to make B2B outbound sales calls to prospective clients (offering janitorial and non-janitorial services), qualify…
Added 56 mins ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 56 mins ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Toronto, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 56 mins ago
BT
Cross Border Personal Tax Partner
Baker Tilly Canada
Vancouver, BC
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 3 hours ago
CF
MFS Program Specialist PT
Canadian Forces Morale and Welfare Services (CFMWS)
Cold Lake, AB
- Part-time
The Military Family Services Program Specialist will develop, coordinate, deliver and evaluate programs directed towards the enhancement of the quality of life for Military families, and…
Added 3 hours ago
CF
MFS Program Specialist
Canadian Forces Morale and Welfare Services (CFMWS)
Cold Lake, AB
- Full-time
The Military Family Services Program Specialist will develop, coordinate, deliver and evaluate programs directed towards the enhancement of the quality of life for Military families, and…
Added 3 hours ago
Client Care Specialist
Property Law Firm CB LLP
Calgary, AB
If your title right now is Customer Experience Specialist, Customer Support Specialist, Customer Operations Specialist, Onboarding Specialist or Inbound Sales Development Representative,…
Added 4 hours ago
SF
Client Success Specialist
Summit Fleet
Calgary, AB
- Full-time
…and thrives in a fast-paced environment. You'll build strong client relationships, support service delivery, and contribute to customer satisfaction and retention while working within a…
Added 4 hours ago
E
Brand, Marketing and Communications (BMC) - Specialist - Service Lines (3 months contract)
EY
Toronto, ON
- Contract
As a BMC Specialist, you will support the planning and execution of integrated marketing initiatives across EY's Service Lines. You will help advance EY’s brand, increase market visibility,…
Added 4 hours ago
BT
Bookkeeper
Baker Tilly SNT
ON · Sudbury, North Bay or Timmins, Ontario
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 6 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 7 hours ago
EG
Environmental Risk Assessment Specialist
Egis Group
Hamilton, ON
- $95,000 to $130,000 CAD / year
- Full-time
We are seeking a motivated Qualified Person (Risk Assessment) to join our team as an Environmental Risk Assessment Specialist. The successful candidate will have a QPRA designation and a…
Added 8 hours ago
M
RQ11861 - Systems Administrator/Operations Support Specialist - Junior
Maarut
Toronto, ON
- Contract
Added 9 hours ago
NB
Senior Data Scientist
National Bank of Canada
Montreal, QC
- Full-time
A career as a Data Scientist in the Client Data Valorisation team at National Bank means serving as a predictive modelling and data valorisation specialist. This position allows you to have…
Added 10 hours ago
A
Senior Data Engineer / BI Specialist – Canada
Amyantek
Canada
- Contract
Client: Federal Public Sector – Canada Council for the Arts
Added 11 hours ago
HC
SIEM Solutions Specialist | Spécialiste solutions SIEM
Hitachi Cyber
Canada
- Full-time
We’re looking for a hands-on SIEM Solutions Specialist to join our Solutions Engineering team and help deploy, integrate, and optimize enterprise SIEM solutions across multiple client…
Added 11 hours ago
GS
Sales And Marketing Specialist
Go Sales
Mississauga, ON
- Full-time
Role Description This is a full-time, on-site Sales and Marketing Specialist role based in Mississauga, ON. The Sales and Marketing Specialist will generate and qualify leads, conduct…
Added 12 hours ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 CAD / year
- Full-time
Work cross-functionally with Engineering, Sales & Marketing, and Operations to deliver world-class client experiences.
Added 12 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
St.-Jean-Chrysostome, QC
- Full-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 12 hours ago
BT
Tax Manager
Baker Tilly Canada
Courtice, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 13 hours ago
C
Sr Finance Manager
Confidentiel
Markham, ON
- $140,000 to $150,000 CAD / year
- Full-time
…in Thornhill, Ontario. This role is well suited to a finance specialist who combines strong technical accounting knowledge with the ability to improve reporting quality, strengthen…
Added 13 hours ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 13 hours ago
E
Brand, Marketing and Communications (BMC) - Specialist - Service Lines (3 months contract)
EY
Toronto, ON
- Contract
As a BMC Specialist, you will support the planning and execution of integrated marketing initiatives across EY's Service Lines. You will help advance EY’s brand, increase market visibility,…
Added 13 hours ago
BT
Senior Accountant, Audit & Accounting
Baker Tilly Canada
Toronto, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…

CIBC Mellon

Client Service Specialist, Client Account & Access Management

Toronto, ON, Canada
Greater Toronto Area, Canada, Canada

The salary band for this position ranges between $73,600 - $110,400. · Full-time

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Job details

Pay: The salary band for this position ranges between $73,600 - $110,400.
Job type: Full-time
Apply by: Nov 10, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

Job Number: J1026-0193

Category: Client Service Delivery

Employment Type: Full Time

City: Toronto

Posting Date: October 27, 2026

Closing Date: November 10, 2026

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

Reporting to the Manager, Client Account and Access Management, the Client Service Specialist is responsible for supporting and leading client account set up and maintenance activities, client change events, and online portal ID set up requests. The Client Service Specialist is responsible for ensuring client satisfaction, a consistent client experience, and operational efficiency and control, while working to achieve a reduction of risk and losses in related functions

Responsibilities

Subject matter expert and client liaison on account and online portal ID establishment and ongoing maintenance requirements.
Facilitates account opening and maintenance requests for assigned portfolio of clients.
Requests set up and maintenance of external NEXEN, PIN and Record Keeping application IDs, including related support functions (sending confirmation of ID details, updating client profile for call centre usage, liaising with client, vendors and applicable internal teams on ID set up issues/resolution).
Acts as part of a central hub of experts and liaison between the client, legal, tax, compliance, and other operational groups to ensure all applicable regulatory, legislative and corporate requirements are adhered to in the account opening process.
Manages and coordinates complex restructures through the collapsing, merging or establishment of new accounts and obtaining the applicable constating and other supporting documents.
Manages client advocacy by finding resolutions to issues, ensuring accounts are opened in time and per plan, while informing clients and other stakeholders of real or potential problems/issues.
Establishes and maintains strong internal and external relationships to ensure that time sensitive and confidential activities are effectively managed and any impacts and status are disseminated to all stakeholders.
Minimizes operational risks by ensuring compliance with regulatory requirements and corporate and departmental policies/procedures.
Investigates and seeks resolution to internal issues and endeavors to find solutions or escalates to the Manager as needed.
Maintains an understanding of services and the Client’s business profile as it relates to the team’s accountabilities to ensure compliance with regulatory requirements, corporate policies and procedures.
Perform accurate tracking, monitoring and reporting in line with departmental KPIs/metrics.

Qualifications

3 + years progressive experience in financial services operations and demonstrated client facing roles
University or equivalent training with a concentration in business, finance or accounting
Strong digital fluency skills; ability to use new and developing technology to find, evaluate, and communicate information effectively
Demonstrated MS Office software skills (Word, Excel, SharePoint, PowerPoint, etc.)
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
Organized, detail oriented, analytical, ability to multi-task and meet deadlines
Excellent written and verbal communication skills
Strong critical thinking and problem solving skills

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

Job Specific Competencies

The salary band for this position ranges between $73,600 - $110,400.
Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity.
Please note, our recruitment process may include the use of AI-assisted tools.
This posting is for an existing vacancy.

CIBC Mellon is committed to taking all reasonable steps to accommodate the needs of all individuals. Should you require any accommodations during the recruitment and selection process, please speak with your Recruitment Consultant.

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More about this job

Responsibilities

Manage client account opening, maintenance, restructuring, and online portal ID requests while coordinating with clients and internal and external stakeholders. Ensure regulatory and policy compliance, resolve or escalate issues, manage operational risk, and track performance against departmental metrics.

Requirements

Requires at least three years of progressive financial services operations experience, including client-facing work, and university education or equivalent training concentrated in business, finance, or accounting. Candidates should have strong digital and Microsoft Office skills, effective collaboration and change management abilities, and excellent organization, communication, analytical, and problem-solving skills.

Skills

Client Service
Account Opening And Maintenance
Client Account Management
Online Portal Access Management
Financial Services Operations
Regulatory Compliance
Risk Management
Client Advocacy
Change Management
Digital Fluency
Microsoft Office
Analytical Skills
Attention To Detail
Problem Solving
Communication

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Asset Servicing
Client Service Delivery
Account Opening
Account Maintenance
Client Change Events
Online Portal IDs
NEXEN
PIN
Record Keeping Applications
Regulatory Requirements
Legislative Requirements
Corporate Policies
Operational Risk
Client Advocacy
Complex Restructures
Stakeholder Coordination
Client Profiles
Departmental KPIs
Microsoft Word
Microsoft Excel
SharePoint
Microsoft PowerPoint
Change Management
Digital Fluency
Financial Operations

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