Client Service Advisor

Client Service Advisor

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.

As a Client Service Advisor, you'll foster strong relationships with clients, support their banking and financial needs, and provide an exceptional client experience. You'll manage administrative tasks, prepare for client meetings, assist with transaction processing, and proactively follow up to ensure satisfaction. You'll have the opportunity to deepen your expertise in private banking and advance your career within CIBC's dynamic environment. You'll serve as a key link between clients, operations, and our Private Bankers to ensure seamless service. This role involves problem solving, a strong understanding of technology and data, financial acumen, and opportunities to work on projects to support the growth of the Private Banking team.

At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.

How You'll Succeed

• Client engagement and support Act as the primary contact for client service needs and deliver superior service by maintaining active account files, preparing reports and presentations, and responding to client inquiries with professionalism and care. Understand client needs and recommend solutions, ensuring every interaction demonstrates that CIBC listens and cares about our clients' unique goals. Resolve complex issues as they arise through root cause analysis.
• Relationship building Partner with Private Bankers to support portfolio management and business development efforts. Engage in outreach activities, uncover new business opportunities, and ensure clients feel valued and connected to the right specialists and resources. Build strong internal and external relationships.
• Leveraging technology Accurately and efficiently process client transactions, maintain documentation for retention, and stay informed of policy and procedure changes. Utilize available technology to streamline tasks and enhance the client experience.
• Collaboration Work with operations, sales, product, and technology teams to improve service and implement new solutions.
• Project involvement Participate in projects, contributing to service improvement and technology implementation.
• Risk and quality controls Ensure compliance with internal policies and regulatory requirements by verifying client documentation, protecting confidential information, and accurately completing service requests to reduce risk and avoid errors.

Who You Are

• You put our clients first. You engage with purpose, proactively follow up, and go the extra mile to ensure client satisfaction.
• You're a certified professional. You have a minimum of 1-3 years of financial industry experience and/or a Bachelor's degree in Finance, Accounting, or a related field.
• You're goal-oriented. You are motivated by achieving objectives and delivering excellence in every client interaction.
• You're passionate about people. You value relationships, collaborate effectively with diverse teams, and connect with clients through respect and authenticity.
• You love to learn. You stay current on products, policies, and best practices, and continuously seek opportunities to expand your financial knowledge.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $55,000 - $70,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

This position does not offer visa sponsorship.

What CIBC Offers

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, 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.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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 View email address on click.appcast.io
• 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 tests (such as simulation, coding, 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.

Job Location: IL-120 S LaSalle St

Employment Type: Regular

Weekly Hours: 40

Skills: Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking