What are the responsibilities and job description for the Client Service Manager 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 Manager, you will support Private Wealth relationship management and business development efforts by delivering exceptional service to clients and prospects. You’ll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day client communications, processing operational requests such as wires and address changes, and ensuring documentation and transactions align with regulatory and internal standards. You’ll also support Relationship Managers by preparing materials, tracking client activity, and contributing to a consistent and high-quality client experience.
How You’ll Succeed
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $68,000 - 85,000 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.
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 position does not offer visa sponsorship.
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.
IL - 181 W Madison
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations
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 Manager, you will support Private Wealth relationship management and business development efforts by delivering exceptional service to clients and prospects. You’ll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day client communications, processing operational requests such as wires and address changes, and ensuring documentation and transactions align with regulatory and internal standards. You’ll also support Relationship Managers by preparing materials, tracking client activity, and contributing to a consistent and high-quality client experience.
How You’ll Succeed
- Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism.
- Communicate effectively: Serve as a main point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication.
- Ensure operational excellence: Process wires, address changes, and other account updates accurately and within required timelines.
- Support your team: Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention.
- Problem-solve and follow through: Research and resolve client inquiries in a timely, thoughtful, and professional manner.
- Educational background: You have a bachelor’s degree (preferred).
- Industry experience: You have 3-5 years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior Private Wealth account management experience is preferred.
- Client service expertise: You’ve worked in a client service role in the brokerage, investment advisory, or financial services industry 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.
- Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
- 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.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat.
- Strong analytical skills with the ability to quickly grasp financial and investment concepts.
- Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently.
- Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $68,000 - 85,000 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.
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 position does not offer visa sponsorship.
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.
IL - 181 W Madison
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations
Salary : $68,000 - $85,000