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

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. 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

• Prepare and process new account paperwork

• Open new accounts and sub-accounts

• Cash transaction processing (checks, ACH, wires, journal transfers)

• Manage clients’ quarterly tax payments and annual IRA contributions/RMDs

• Supervise all aspects of gifting (cash, in-kind, gift letters, Crummey letters)

• Assemble quarterly/annual portfolio review presentation books

• Update portfolio asset allocation schedules

• Run performance reports

• Complete securities processing (purchases, redemptions, capital calls, pricing updates)

• Research and analyze fees

• Complete and provide documentation for Annual Review Suite

• Initiate contact with clients and their third-party advisors when appropriate

• Provide administrative support (answer telephones, prepare well-written correspondence, maintain files for quarterly administrative and investment reviews)

• Proactively anticipate and address client needs. Promptly research and bring about resolution of all client issues.

• Provide integral support for client service teams and special projects

• Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities

• Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement

• Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve.

• Assist clients with Portfolio Online

Who you are

• Bachelor’s degree and/or 3-10 years’ experience in trust and account administration and/or investments

• Experience in personal tax, financial planning or investment management

• Strong client service commitment

• Strong interpersonal and verbal communication skills with the ability to use these skills to communicate with high-net-worth cl