Client Service Representative at CIBC helping clients manage their banking needs in a fast - paced environment. Engaging with clients and providing technology assistance while working full - time on - site.
About the role
- Implementation Consultant onboarding and implementing investment manager clients onto the SS&C Eclipse platform. Collaborating closely with internal teams to ensure successful clients' satisfaction.
Responsibilities
- Lead the onboarding and implementation of investment manager clients onto the SS&C Eclipse platform.
- Coordinate and run client meetings, serving as the primary point of contact throughout the onboarding process.
- Collaborate closely with internal teams (Development, Product Management, Client Services) to ensure successful implementation and client satisfaction.
- Interact regularly with 3rd party vendors and internal stakeholders to streamline project execution.
- Advocate for platform enhancements to meet evolving client needs and support scalability.
- Oversee the end-to-end migration of client data and workflows onto a new accounting engine, ensuring accuracy, completeness, and minimal disruption to operations.
Requirements
- Minimum 2+ years of experience in Financial Services or Investment Technology, particularly in Trading, Operations, or Accounting.
- Strong background in system implementation and configuration for accounting or trading platforms.
- Proven ability to manage client relationships, expectations, and project timelines effectively.
- Excellent verbal and written communication skills, especially in conveying technical concepts to non-technical audiences.
- Experience collaborating with Product and Development teams to influence product enhancements.
- Understanding of account and relationship management best practices.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
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Experience level
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Degree requirement
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