Senior Specialist, Custody Services

Job Number: J0626-0123 Category: Client Service Delivery Employment Type: Full Time City: Toronto Posting Date: July 24, 2026 Closing Date: August 14, 2026 Company Information CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work. We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions. We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience. Position Overview Position Overview: The Senior Specialist, Custody Services will provide day-to-day support to Custody Services in Toronto and Pune India in the form of professional client service, account oversight and risk management to an assigned group of larger more complex client and/or investment managers. Responsibilities Responsibilities: Assist the team in Toronto and Pune with the servicing of their accounts and the research and resolution of sensitive or complex client issues to ensure professional service is delivered and improve service standards. Perform daily critical control functions by validating client and investment manager authorized signatures, verify security transactions, authorize cash transactions, research all overdrafts or idle balances daily to ensure validity and take appropriate action to ensure timely market settlement of all transactions to reduce market exposure. Maintain special instructions, other critical documents and CDI database to ensure compliance and that policies and procedures are being adhered to. Provide direction, technical advice and support to staff in Toronto and Pune, provide training to Specialists, serve as an assistant to the Team Leader/Supervisor in coordinating and monitoring the activities of the team both onshore and offshore. Identify opportunities for improved processing, cost reduction, revenue generation, STP rates, NI-24101 trade match rates, fax clients and support & provide feedback with project testing. Qualifications Qualifications: University, Community College degree or equivalent training with a concentration in business, finance or accounting 3 years progressive experience Canadian Securities Course Thorough knowledge of securities/investment industry Organized, detail oriented, analytical, ability to meet deadlines A customer service focus Excellent written and verbal communication skills CIBC Mellon's Values Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward Be One Family: Challenge, empower and recognize your colleagues Take Ownership: Speak up, speak out, and make things better Job Specific Competencies Job Specific Competencies: The salary band for this position ranges between $52,000 - $78,000. Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity. Please note, our recruitment process may include the use of AI-assisted tools. This posting is for an existing vacancy. CIBC Mellon is committed to taking all reasonable steps to accommodate the needs of all individuals. Should you require any accommodations during the recruitment and selection process, please speak with your Recruitment Consultant.

Provide professional client service, account oversight, and risk management for complex clients and investment managers. Support teams in Toronto and Pune by resolving complex issues and performing critical control functions like transaction validation and overdraft research.

Requires a university or college degree in business, finance, or accounting and 3 years of progressive experience. Candidates must have the Canadian Securities Course certification and thorough knowledge of the securities and investment industry.

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client Service
• Account Oversight
• Risk Management
• Security Transactions
• Cash Transactions
• Market Settlement
• Compliance
• Technical Advice
• Staff Training
• Process Improvement
• Analytical Thinking
• Written Communication
• Verbal Communication
• Detail Oriented
• Customer Service Focus

• Finance & Accounting
• Customer Service & Support
• Management & Leadership

Formation minimale

Baccalauréat

Expérience minimale

2+ ans

Postuler avant le

23 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level