Company Information :
At CIBC Mellon, we are passionate about providing excellent client service, an outstanding employee experience, and opportunities to learn and grow professionally.
Together, our team of more than 1,300 employees supports and services more than $2 trillion in assets under administration on behalf of institutional investors active in Canada, including banks, pension plans, investment funds and insurance companies.
CIBC Mellon employees enjoy extensive training and learning opportunities, and a culture that supports employees as they give back to the communities where they live and work.
we recognize that new ideas and business success flourish in a culture of collaboration, creativity and employee empowerment.
CIBC Mellon employees are engaged, professional and care about each other and their communities. If you're that kind of person, CIBC Mellon is the place you want to be.
To learn more, watch our employee experience video at www.cibcmellon.com / careers.
Position Overview :
The Client Services Representative, Call Centre, Recordkeeping, responds to incoming telephone inquiries from dealers, advisors and shareholders primarily to investigate, address and resolve associated issues, concerns and inquiries regarding assigned CIBC Mellon’s clients, their investment products, and fund account activity.
Develops and sustains on-going business relationships with assigned CIBC Mellon’s clients by anticipating and identifying client needs and providing service excellence.
g. terms of FundSERV, FUNDcom, and IFIC Mutual Fund industry related requirements)
CIBC Mellon's Values :
Client Focus : Putting the client at the centre of all that we do
Integrity : Acting with the highest ethical standards for our company, our employees and our clients
Teamwork : Fostering collaboration and diversity to empower employees to build relationships and deliver insights
Excellence : Setting the standard for leading-edge solutions, innovation and continuous improvement