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Added 13 mins ago
GA
Customer Success Manager, Enterprise
GC AI
Canada
- Full-time
As a Customer Success Manager at GC AI, you will own two critical moments in the customer lifecycle: onboarding and renewal. You will help legal teams adopt AI in their daily work by…
Added 13 mins ago
CU
Graduate Administrator
Carleton University
Ottawa, ON
- Other
…with registration. S/He provides support for the examination process, including assembling thesis defence boards, and prepares graduation lists, ensuring eligibility of students to…
Added 13 mins ago
CU
Graduate Administrator (Term)
Carleton University
Ottawa, ON
- Other
Added 13 mins ago
CU
Co-op Student Advisor
Carleton University
Ottawa, ON
- Other
Working under the direction of the Assistant Manager, Co-op Operations, the Co-op Student Advisor, the primary point of contact for co-op students, is responsible for the success of…
Added 13 mins ago
CU
Career Consultant
Carleton University
Ottawa, ON
- Other
Reporting to the Manager Career Development, the Career Consultant is responsible for the development and delivery of a full suite of career development services and programs for students…
Added 13 mins ago
ES
Senior Manager PA and DPM - 12 Months Contract- Express Scripts Canada
Express Scripts Canada
Mississauga, ON
- Full-time
Job Title: Senior Manager PA and DPM contract
Added 13 mins ago
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Laval, QC
- Internship
The Junior Category Manager provides support to the Category and Merchandising Team and vendor partners in everyday functions of their categories. They are responsible for conducting…
Added 13 mins ago
S
Full Time Store Manager (Optical): Victoria, BC
Specsavers
Victoria, BC
- Full-time
As a Store Manager at Specsavers, you’ll play a key role in helping customers see and feel their best. You’ll run the daily retail operations of Specsavers’ store. As the leading…
Added 13 mins ago
PH
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- Full-time
Reporting to the Patient Care Manager, Ambulatory Care and receiving work direction from the Physician Head, Neurology, the Electroneurophysiology Technologist performs technical functions…
Added 13 mins ago
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Booking & Program Clerk VR
Providence Healthcare
Vancouver, BC
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Added 13 mins ago
SC
Cook
Sodexo Canada Ltd
Saint John, NB
- Part-time
We welcome and encourage applications from people with disabilities. Accommodation is available on request from candidates taking part in all aspects of the selection process.
Added 13 mins ago
NF
District Sales Manager- GTA (Scarborough)
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Toronto, ON · Scarborough, Ontario
- Full-time
As a District Sales Manager at Neo Financial, you will be a pivotal leader responsible for the profitability and success of a designated district, encompassing up to six mall locations. You…
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T&
Senior Project Manager / Senior Consultant, Stakeholder Management
Turner & Townsend
Toronto, ON
- Full-time
As a Senior Project Manager / Senior Consultant, Stakeholder Management, you will:
Added 13 mins ago
R
Warehouse Associate
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Edmonton, AB
- Full-time
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Added 13 mins ago
R(
Assistant Store Manager - Faubourg de la Gare Vaudreuil
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Vaudreuil-Dorion, QC
- Full-time
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Added 13 mins ago
CC
Retail Shift Leader
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Mississauga, ON · Millcreek, Mississauga, ON
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Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 13 mins ago
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Retail Sales Associate
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Oshawa, ON · Courtice, Oshawa, ON
- $17.95 CAD / hour
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Ensure that customers are satisfied with the issue resolution as well as the resolution process itself
Added 13 mins ago
O&
Cook - Maison Selby
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Toronto, ON
- Full-time
Perform delegated tasks from Sous Chef, Chef and/or General Manager
Added 13 mins ago
FG
Product Manager I, Commercial
FIS Global
Markham, ON
- Full-time
- Other
As a Payments Product Manager, you will help shape and manage solutions spanning issuer processing, debit cards and retail merchant acquiring. You will translate client, market and payment…
Added 13 mins ago
D
Intermediate Electrical Designer/Engineer
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Concord, ON
- $90,000 to $103,000 CAD / year
- Full-time
This position reports to the Electrical Hardware Development Manager and is part of the Mass Spec Hardware Development department located in Concord, Ontario, and will be an on-site role.
Added 13 mins ago
A
Assistant Director, Finance and Business Support
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…software, including One Stream, Sun infor cloud, Opera Property Manager, Micros, Silverware, Birchstreet Purchasing System, Cora, Dayforce, SAP…
Added 13 mins ago
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Automation Engineer
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Added 13 mins ago
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Inside Account Manager
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- Full-time
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Added 27 mins ago
FH
RN, Cardiac Inpatient Units or Cardiac Interventional Day Care (DCIU; ICRU) - Telemetry Unit - Langley Memorial Hospital
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Langley (District), BC · City of Langley, BC
- $41.42 to $59.52 CAD / hour
- Part-time
Participates in the care and discharge planning process for patients on admission by ensuring the care plan is established and implemented effectively, updating care plan and intervening as…
Added 27 mins ago
FH
Registered Nurse ICU - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $41.42 to $59.52 CAD / hour
- Part-time
Participates in the care and discharge planning process for patients on admission by ensuring the care plan is established and implemented effectively, updating care plan and intervening as…

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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