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

As a Client Service Associate, you will provide day-to-day administrative support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for client servicing needs.

• 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

• Complete special projects as needed

How you'll succeed

• 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

Who you are

• Bachelor’s degree from an accredited 4-year university

• Internship in Wealth Management a plus

• You possess excellent organizational and analytical skills.

• You have a pleasant telephone manner and strong business writing skills.

• 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’re proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.

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At CIBC, we offer a competitive total rewards p