Specialist, Billing (12 month contract) - Bilingual

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 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 Private Wealth partners. In addition, you will be required to act as backup support for other members within the Operations team when required, such as billing functions for the CIBC Asset Management Institutional clients, 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. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 

This is a 12-month contract.

How you’ll succeed 

• Collaborative & Strong Communicator - Work collaboratively with Wealth Management Operations employees as well as CAM business partners on projects, initiatives and process enhancements. Comfortable with phone conversations and phone etiquette as well as in person meetings. 

• Client-Focused - Develop strong relationships with business partners to build sustained confidence in our ability to provide excellent service and improve the overall client experience. 

• System Savvy - Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: SS&C, CCDB, Billing application, and REVPORT. 

• Knowledge of products - Familiar with financial instruments and markets: equities, fixed Income, derivatives, etc. 

• Multi-Tasker - experienced with multi-tasking and working in fast-paced, often-changing environment. Experience working in a team where processes and procedures are changing and updating. 

• Detail Oriented - Complete all necessary activities related to the WM Operations including project and process documentation. 

• Analytical - Troubleshoot and resolve operational issues and analyze the impacts initiatives and projects may have on internal processes. 

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're confident in your ability to communicate detailed information in an impactful way. 

• You understand that success is in the details. 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 the lead, 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 serve our clients in the community.