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

CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as cross-border banking services, to clients with North American operations. 

At our core, we are a relationship bank and strive to build trusting and enduring relationships by putting our clients at the center of all we do. We invest in our businesses, our clients, our people and our communities.

Our US headquarters is in Chicago – and we have offices strategically located across the United States to serve clients coast to coast.

To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity to our Capital Markets and Canadian Commercial & Wealth franchises.  

What you'll be doing:

CIBC Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust, fiduciary, related asset management services, individual retirement account and other custodial services for high-net-worth individuals, their families, foundations and/or endowments.

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.

How you'll succeed

• Client engagement – Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs.

Key responsibilities:

• 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.