Specialist, Operations Management (18 Month Fixed Term) - Bilingual

CIBC•Montreal, QC

11d•Hybrid

About The Position

The Specialist, Operations Management will be part of CAM – I Operations, supporting Wealth Management Operations. This role is responsible for the delivery of efficient operational support, accurately processing service inquiries and requests while upholding compliance with internal controls and procedures. The specialist uses judgement regarding priorities and approaches to obtain complete and accurate information of client issues, provide clients with detailed explanations of recommendations and verify their understanding of the issues. The role requires strong technical and system knowledge to review and analyze data to ensure quality assurance of transactions and maintain customer satisfaction. Additionally, the role assists in the management of day-to-day operation and overall efficiency of the unit, seeking opportunities to streamline existing processes and procedures. CIBC enables the most optimal work environment for employees to thrive, with details on work arrangement discussed during the interview.

Requirements

Engage with your heart and mind, care about people and understand different perspectives
Listen and learn from the experiences of others
Understand that success is in the details and notice things that others don't
Possess critical thinking skills to inform decision making
Driven by collective success, understand that collaboration can transform a good idea into a great one, and understand the power of an inclusive team that enjoys working together to bring a shared vision to life
Put clients first, engage with purpose to find the right solutions, and go the extra mile
Live the values – trust, teamwork and accountability
Fluent in French and English to serve clients in the community
Analytical Thinking
Business Operations
Customer Satisfaction
Customer Service
Data Analysis
Judgement
Operations Management
Operations Support
Prioritization
Quality Assurance (QA)
System Knowledge
Technical Knowledge

Responsibilities

Support/process all tasks related to the cash management desk (ie: upload balances and cashflows, create Money Market instrument cusips, ensure trades flow through various platforms)
Approve daily/monthly cash and asset reconciliations
Assist with the set up of new accounts and maintenance or creation of security cusips for specific asset classes
Track coupon payments for REPOS & Claim brokers
Maintain and update Security settlement instructions in Omgeo Alert
Recommend and participate in the development of improvements to existing procedures and processes to increase efficiencies
Ensure compliance with audit trails and compliance policies, procedures, and guidelines to always ensure the protection and confidentiality of personal information
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
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