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

JOB PURPOSE

• Integral support for Senior Relationship Management team
• Administrative support: telephone back-up, prepare correspondence and maintain 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

KEY ACCOUNTABILITIES

• Willing to accept advanced responsibilities such as: preparing asset allocations, and performance reporting
• Display initiative and exhibit the ability to work without direction
• Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients’ expectations
• Administer newly acquired knowledge to systems, processes and situations with proficiency

KNOWLEDGE AND SKILLS

• Preferred Formal Education: Bachelor’s degree from an accredited 4-year university
• Minimum 2 + years’ experience in finance
• Internship in Wealth Management a plus
• Strong client service orientation
• Excellent organizational and analytical skills with an attention to detail
• Proficient with Microsoft Word, Outlook, Excel and Power Point
• Pleasant telephone manner and strong business writing skills

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

<