Senior Coordinator - CIBC Global Asset Management

CIBC•Toronto, ON

13d•Hybrid

About The Position

The Senior Coordinator – CRM & Compliance is responsible for the administrative, CRM and compliance related functions including expenses supporting the Asset Specialist Group within the Global Distribution Team channel (GDT). You will be responsible for CRM, compliance management and reporting processes including the reporting, monitoring and advising on business promotional activities to ensure adherence to CAM’s sales practices guidelines. You will assist with the sales team in their business development activities and promote a consistent sales experience. You will serve as a role model for junior members of the team providing guidance, sharing best practices and mentorship to ensure steady growth and performance. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Client-focused, collaborative team player with the ability to manage individual responsibilities with a greater focus on big picture success ahead of personal recognition.
Problem solving - Listen, ask questions, and put yourself in the partner’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
Advanced computer skills, especially in Salesforce, MS 365, Word, Excel, Outlook, PowerBI and PowerPoint.
Demonstrated ability to interact with partners and have excellent interpersonal, oral and written communication skills.
Demonstrated ability to manage multiple tasks and changing priorities.
Respond effectively & quickly to requests requiring judgment and prompt actions.

Nice To Haves

Knowledge of mutual fund and managed products.
CSC or Mutual Funds Course would be an asset.
Event management would be an asset.
Prior experience with CRM & Salesforce would be an asset.
Proficient in French (written and spoken) is an asset.

Responsibilities

Administrative, CRM and compliance related functions including expenses supporting the Asset Specialist Group within the Global Distribution Team channel (GDT).
Responsible for CRM, compliance management and reporting processes including the reporting, monitoring and advising on business promotional activities to ensure adherence to CAM’s sales practices guidelines.
Assist with the sales team in their business development activities and promote a consistent sales experience.
Serve as a role model for junior members of the team providing guidance, sharing best practices and mentorship to ensure steady growth and performance.
Work with stakeholders to understand their priorities and advise them on relevant solutions.
Manage multiple initiatives at one time, requiring excellent organizational and time management skills.
Work with channel partners to support business promotional activities tracking, CRM, CE credit and expense management.
Work closely and collaboratively with the Asset Specialist Group and additional Global Distribution Channel partners to support CRM initiatives, sales practices process improvement & Managed Money Offers and campaigns.
Interpret, validate and execute internal and external client requests.
Verify documentation according to established procedures to confirm that documents are complete and properly executed.
Address gaps in policy, escalating unresolved items, applying policies or engaging the appropriate internal partners to facilitate a resolution.