Client Service Associate

Client Service Associate

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 Associate, you'll play a key role in supporting our Senior Relationship Management team by providing day-to-day administrative assistance for a range of high-net-worth client accounts, including revocable and irrevocable trusts, investment management accounts, IRAs, and foundations. You'll act as a trusted partner to Client Service Managers, serving as their primary point of contact for client servicing needs. Your responsibilities will include preparing materials for client meetings, arranging new account packets, opening new accounts, and maintaining accurate records. You'll research client inquiries and ensure timely resolution, run client statements, tax reports, and ad hoc reports, provide documentation for clients' annual reviews, and complete special projects as needed.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work of this role, you'll generally be on-site full-time.

Advanced Reporting and Analysis Accept advanced responsibilities such as preparing asset allocations and performance reporting.

Proactive Initiative Display initiative and demonstrate the ability to work independently without direct supervision.

Client-Focused Collaboration Show a passionate commitment to serving clients and collaborate with colleagues to exceed clients' expectations.

Knowledge Application Apply newly acquired knowledge to systems, processes, and situations with proficiency.

You have a relevant education. You hold a bachelor's degree from an accredited four-year university. An internship or 1+ years of experience in Wealth Management is a plus.

You're highly organized and analytical. Your strong organizational and analytical skills help you manage multiple priorities and solve complex problems.

You communicate effectively. You have a pleasant telephone manner and strong business writing skills, making client interactions seamless.

You put clients first. You engage with purpose to find the right solutions and consistently go the extra mile because it's the right thing to do.

You pay attention to detail. You notice things others might miss, and your critical thinking skills inform your decision-making.

You value relationships. You find meaning in building connections and surround yourself with a diverse network of partners, engaging with respect and authenticity.

You're eager to learn. You continually grow your knowledge and have a strong sense of curiosity.

You're tech-savvy. You're proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.

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 $60,000 - $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.

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

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-Chicago, 181 W Madison Fl 36

Employment Type: Regular

Weekly Hours: 40

Skills: Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services