Client Service Associate (Family Office)

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.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a Client Service Associate, you will support Family Office relationship management efforts by delivering exceptional service for clients. You'll process transactions for clients and collaborate with internal teams to ensure seamless execution. This role involves managing daily team communications, processing operational requests such as wires, and ensuring documentation and transactions align with regulatory and internal standards. You'll also support Family Office Administrators and Family Office Executives by preparing materials, tracking client activity, managing client data, 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 role to successfully perform the work, you will be on-site full-time.

How you'll succeed

• Deliver high-touch service: Provide exceptional day-to-day client service support to Family Office Executives and Administrators. Generate flawless transactional documentation on client requests and inquiries such as money movement and security transfers.
• Communicate effectively: Collaborate with respective client facing teams and internal lines of business to deliver and execute client transactions. Build and maintain relationships with outside client service partners.
• Ensure operational excellence: Perform daily reconciliation for processed transactions. Master client data systems, maintain data and run reports. Prepare, organize incoming and outgoing mail. Scanning/photocopying/filing/archiving data. Prepare correspondence and maintain files. Receive and answer phone calls, provide information, and refer callers to appropriate individuals using judgment of sensitivity and confidentiality. Support the collection and processing of client tax information. Special projects and other duties as assigned and/or requested.
• Support your team: Work collaboratively with members across the organization which include CIBC Family Office administrative, executive, operations teams, & internal and external clients and service providers.
• 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

• You have a Bachelor's degree and/or 1-3 years of relevant financial industry experience. Experience in a client service role within Wealth Management is a plus.
• You put clients first: You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do.
• Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.
• 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 don't. 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're skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems.
• Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.