Senior 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

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 

The Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries and issues in order to effectively bring about resolution. This role also provides oversight on some aspects of the Client Service Associate’s responsibilities.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time. 

How you'll succeed 

• Client Service Excellence – Prepare and process account paperwork, manage client transactions, and assist with new account setups to ensure a seamless client experience. Anticipate and address client needs promptly to deliver exceptional support.

• Portfolio Management Support – Assemble quarterly and annual portfolio review materials, update account schedules, and run performance reports to support accurate and timely portfolio reviews.

• Compliance and Risk Management – Ensure all activities align with regulatory, compliance, and fiduciary requirements by maintaining meticulous attention to detail in daily processes and documentation.

• Collaborative Teamwork – Contribute to a positive team culture by collaborating on special projects, supporting client service teams, and sharing insights to enhance team efficiency and client outcomes.

Who you are 

• 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’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.

• You have a bachelor’s degree and/or 2–10 years of experience in trust and account administration, personal tax, financial planning, or investment management.