Billing Coordinator, Asset Management Operations (18 Month Contract) - Bilingual

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a Billing Coordinator within the CIBC Asset Management Operations team, you will be responsible for the quarterly invoicing of the CIBC Private Investment Counsel and / or Institutional clients, various monthly tasks as well as reporting to different business partners. You will be accountable for providing professional, timely and efficient support to Client Servicing Managers, the Finance department and Wealth Management partners. In addition, you will be required to act as backup support for other members within the Operations team when required, the administration for processes surrounding equity, fixed income, currency and derivative products held within our accounts, data transmission, asset mix reporting, special projects, and other various tasks.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How You’ll Succeed

• Analytical - Review and analyze reports and data at the request of internal customers to control the quality of operations and maintain a high level of customer satisfaction. Ensure compliance with audit trails and compliance policies, procedures and guidelines to ensure the protection and confidentiality of personal information at all times. Review and confirm stock option, currency option and short sale transactions to track and resolve any settlement issues. Verify reconciliation of cash and asset accounts by directors to ensure that any outstanding issues are reviewed to mitigate risks and report.

• Collaboration – Work closely with your team to provide an excellent client experience. Ensure that your team’s collective work meets quality standards, timelines and service level agreements.

• Relationship Building - Listening, asking questions and understanding activities. Deepen your relationship with business partners relying on your knowledge of their team to provide expert advice. Use your professional network to present challenges to management in a constructive and effective way.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.

• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

• You're fluent in French and English to support business operations outside of Quebec, Canada.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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