Senior Client Service Associate (Private Wealth)

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

As a Senior Client Service Associate you will support Private Wealth relationship management efforts by delivering exceptional service to clients. Youll respond to client inquiries coordinate onboarding and account maintenance and collaborate with internal teams to ensure seamless execution. This role involves managing daily client communications processing operational requests such as wires and address changes and ensuring documentation and transactions align with regulatory and internal standards. Youll also support Relationship Managers by preparing materials tracking client activity and contributing to a consistent and high-quality client experience.

At CIBC we enable the work environment most optimal for you to thrive in your on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How youll succeed

• Deliver high-touch service: Manage onboarding account openings and operational support with precision and professionalism.
• Communicate effectively: Serve as a primary point of contact for clients internal partners custodians and service teamsensuring clear responsive and proactive communication.
• Ensure operational excellence: Manage client transactions including money movements (checks ACH wires journal transfers) quarterly tax payments charitable gift requests and annual IRA contributions/RMDs accurately within established deadlines and in accordance with existing policies and address changes and other account updates accurately and within required timelines. Update portfolio asset allocation schedules.
• Support your team: Assist senior staff with preparing materials for presentations meetings and reviews reporting requests and other tasks at managements request.
• Problem-solve and follow through: Proactively anticipate and address client needs. Promptly Research and resolve client inquiries in a timely thoughtful and professional manner. Pursue continuous improvement and be a problem solver by anticipating obstacles developing plans to overcome and looking for ways to improve.

Who you are

• Educational background: You have a bachelors degree.
• Client service experience: You have 3-5 years of financial industry experience with demonstrated experience in a client service role and understand the needs of high-net-worth clients.
• Strong communicator: You possess excellent verbal and written communication skills with the ability to interact professionally across all levels of the organization.
• You put clients first: You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.
• You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
• You know that details matter: You notice things that others dont. Your critical thinking skills help to inform your decision-making.
• Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision.
• Technically proficient: You are highly proficient in Microsoft Word PowerPoint Outlook and Excel and are familiar with Schwab and Fidelity platforms (preferred).
• 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 role has an expected salary range of $75000 - $85000 for the Boston MA market based on experience qualifications and location of the successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus offers a full range of benefits and programs to meet our employees 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.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

This role does not offer sponsorship or relocation assistance.

#LI-TA

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 aspire to give you a career rather than just a paycheck.

• 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

• 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

MA-Boston 100 Federal St Fl 31

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking Client Service Customer Experience (CX) Customer Service Help Desk Support Investment Portfolios Post-Sales Support Product Knowledge Standards Compliance

Required Experience:

Senior IC