Client Service Associate / Senior Client Service Associate (Private Wealth)

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

As a Client Service Associate / Senior Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You’ll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing daily 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.

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

• Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism.

• Communicate effectively: Serve as a primary point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication.

• Ensure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), execution of portfolio trade programs, quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Process address changes and other account updates accurately and within required timelines. Update portfolio asset allocation schedules.

• Support your team: Assist Relationship Managers with preparing materials for presentations, meetings, and reviews, as well as reporting requests. Assist in the training of less experienced staff, at management request. 

• 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 2-5 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