What are the responsibilities and job description for the Client Service Associate position at CIBC US?
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 provide day-to-day administrative support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts, IRAs, foundations) and act as a trusted partner to Relationship Management team by serving as their primary point of contact for client servicing needs.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You'll Succeed
California residents — your privacy rights regarding your actual or prospective employment
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.
100 Federal Street, 37th Floor
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
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 provide day-to-day administrative support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts, IRAs, foundations) and act as a trusted partner to Relationship Management team by serving as their primary point of contact for client servicing needs.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You'll Succeed
- Demonstrate a passionate commitment to serving clients in the accurate completion of account administrative duties such as preparing correspondence and maintaining files.
- Prepare materials for client meetings.
- Arrange new account packets and open new accounts.
- Research client inquiries and bring about timely resolution.
- Run client statements, tax reports and ad hoc reports.
- Provide documentation for clients’ annual reviews.
- Manage clients’ tax payments, annual IRA contributions/required minimum distributions.
- Willingness to accept advanced responsibilities such as preparing asset allocations, and performance reporting.
- Display initiative and exhibit the ability to work without direction.
- Effectively collaborate with colleagues to exceed clients’ expectations.
- Apply newly acquired knowledge to systems, processes and situations with proficiency.
- You have a Bachelor’s degree and/or 2-3 years’ experience in trust and/or investments. Internship in Wealth Management a plus.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it’s the right thing to do.
- You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision-making.
- You possess excellent organizational and analytical skills with strong attention to detail.
- You have a pleasant telephone manner and strong business writing skills
- You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
- You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
- You’re proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.
California residents — your privacy rights regarding your actual or prospective employment
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
- 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 Mailbox.careers-carrieres@cibc.com
- 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.
100 Federal Street, 37th Floor
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
Salary : $25