Cibc
Financial Services
SeniorProcessor
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Processor at Cibc. Skills: Wealth Management, Transaction Processing, Client Service. Process financial transactions. Process non-financial transactions”
Industry & Context.
Investigating complex problems
What They're Looking For.
Must Have
5+ years experience, Mutual fund expertise, Excel proficiency
What You'll Do.
Process financial transactions
Process non-financial transactions
Research administrative requests
Investigate administrative requests
Apply rules and regulations
Process transactions with accuracy
Improve client service quality
Provide guidance to junior staff
How You'll Work.
Team & Collaboration
Internal partners; External partners
Full Job Description
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](https://www.cibc.com/en/about-cibc.html) **What You’ll Be Doing** The Wealth Management Operations team supports and optimizes the administration of financial products and services, ensuring efficient transaction processing, compliance, and exceptional client service across wealth management platforms. As the Senior Processor, you are accountable for providing professional, timely and efficient service to Wood Gundy branch (client) and ISI requests through the processing of complex and often multi-product financial and non-financial transactions within WMO Client Operations. The Senior Processor will be required to research and investigate administrative requests while applying the appropriate rules and regulations to ensure transactions are processed with consistency and accuracy. You will work with colleagues and management to improve the quality of client service delivered to our clients, provide guidance to more junior staff as required and seek opportunities to streamline processes. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._ **How You’ll Succeed** * **Investigative** – Demonstrate strong investigative skills by efficiently processing administrative requests across multiple channels to ensure timely customer satisfaction. * **Technical** – Apply mutual fund expertise and Excel proficiency to settle financial transactions and process adjustment r
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