Job Description
Elevate your career as a Senior Coordinator specializing in CRM and compliance at CIBC. In this role, you will drive impactful client solutions while managing essential compliance functions.
As a Senior Coordinator in the Asset Specialist Group within CIBC's Global Distribution Team, you will oversee CRM and compliance tasks, ensuring adherence to sales practices. This position allows you to shape the sales experience and guide junior team members, supporting both business development and compliance management.
Key Responsibilities:
• Manage CRM and compliance reporting processes
• Support business promotional activities and sales tracking
• Mentor junior team members and share best practices
• Collaborate with stakeholders for optimized solutions
• Provide analytical insights to improve client interactions
Requirements:
• Proven experience in CRM and compliance roles
• Advanced skills in Salesforce and Microsoft 365
• Strong analytical and critical thi...
As a Senior Coordinator in the Asset Specialist Group within CIBC's Global Distribution Team, you will oversee CRM and compliance tasks, ensuring adherence to sales practices. This position allows you to shape the sales experience and guide junior team members, supporting both business development and compliance management.
Key Responsibilities:
• Manage CRM and compliance reporting processes
• Support business promotional activities and sales tracking
• Mentor junior team members and share best practices
• Collaborate with stakeholders for optimized solutions
• Provide analytical insights to improve client interactions
Requirements:
• Proven experience in CRM and compliance roles
• Advanced skills in Salesforce and Microsoft 365
• Strong analytical and critical thi...