Client Services, Winter 2027 Co-op

Job summary

The co-op student will support monthly reconciliation processes, annual entity reviews, and maintain accurate records within the workflow system. They will also assist analysts with data entry, research, and conducting background checks to ensure regulatory compliance.

Job details

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 What you'll be doing As part of the Chief Administrative Office's Client Services team, you'll play an important role in supporting our monthly reconciliation processes and annual reviews of client entities. As a Client Services co-op, you'll support analysts and other team members by managing documentation, conducting background checks, and capturing data in our workflow system. Your work will help maintain accurate records and support compliance with regulatory requirements. You'll gain exposure to the fast-paced capital markets environment, collaborate with experienced professionals, and build practical skills for your future career. This is a great opportunity for a student pursuing a degree in business, economics, or law who is eager to learn and contribute in a collaborative team environment. 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. Important information We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. You must be currently enrolled in post-secondary education and returning to full-time studies to be eligible. However, you do not need to be in a registered Co-Op program to be considered for a role. Please include your resume (no more than 2 pages), a cover letter (no more than 1 page), and your most recent unofficial transcript with your application. These should all be uploaded into the Resume section of the application as one pdf document. This is an 8 month opportunity. How you'll succeed Process Support - Support monthly reconciliations and annual entity reviews to help maintain data accuracy and compliance with regulatory requirements. Documentation Management - Capture, organize, and maintain documentation in the workflow system to support effective record-keeping. Due Diligence Support - Conduct background checks and help ensure records are complete, accurate, and up to date. Analyst Support - Assist analysts with data entry, research, and day-to-day administrative activities to keep work moving forward efficiently. Team Collaboration - Partner with team members across the group to meet deadlines and deliver a high standard of client service. Who you are You're currently pursuing post-secondary education. You're enrolled in a degree program in business, economics, law, or a related field, and you'll be returning to full-time studies after your work term. You can demonstrate experience in Microsoft Office, including Excel for data analysis, reporting, and organizing information. It’s an asset if you have experience working with workflow or case management systems. You know that details matter. You pay close attention to accuracy and maintain organized records in everything you do. You're motivated by collective success. You enjoy working with others and contributing to a collaborative team environment to achieve shared goals. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. *Subject to program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2027-08-20 Job Location Toronto-141 Bay, 14th Floor Employment Type Temporary (Fixed Term) Weekly Hours 37.5 Skills Client Services, Customer Service, Deadline Management, Microsoft Office, Organizing

What you’ll do

The co-op student will support monthly reconciliation processes, annual entity reviews, and maintain accurate records within the workflow system. They will also assist analysts with data entry, research, and conducting background checks to ensure regulatory compliance.

Requirements

Candidates must be currently enrolled in a post-secondary degree program in business, economics, law, or a related field and returning to full-time studies. Proficiency in Microsoft Office, particularly Excel, and strong attention to detail are required for this role.

Benefits

• Competitive compensation
• Banking benefit
• Wellbeing support
• Employee and family assistance programs
• MomentMakers recognition program

Listed skills

• Regulatory Compliance · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• case management · Preferred
• Reporting · Preferred
• Microsoft Office · Preferred
• Team Collaboration · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client services
• Reconciliation
• Data entry
• Documentation management
• Background checks
• Microsoft Office
• Excel
• Reporting
• Data analysis
• Workflow systems
• Case management
• Regulatory compliance
• Research
• Administrative support
• Team collaboration
• Attention to detail
• Information Organization
• Record Keeping
• Accountability
• Workflow Management
• Ability To Meet Deadlines
• Willingness To Learn
• Microsoft Excel
• Data Analysis
• Business Economics
• Management
• Capital Markets
• Customer Service
• Client Services
• Data Entry
• Due Diligence
• French Language
• Innovation
• Workflow Management Systems
• Teamwork

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Legal
• Client Services Intern
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives

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