Wealth Management Client Services Associate
CIBC
CIBC is seeking a Client Service Associate in Chicago, IL to support our Senior Relationship Management team with day‑to‑day admin for high‑net‑worth accounts, including revocable and irrevocable trusts, IRAs, and foundations. You will prepare materials for client meetings, open new accounts, and maintain records. Research client inquiries, run statements and tax reports, provide documentation for annual reviews, and take on special projects as needed. #J-18808-Ljbffr
Vacancy posted 4 days ago
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