Senior Client Service Manager

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 Senior Client Service Manager, you will support Private Wealth relationship management and business development efforts by delivering exceptional service to clients and prospects. You’ll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day 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.

How you’ll succeed

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

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

• Ensure operational excellence: Process wires, address changes, and other account updates accurately and within required timelines.

• Support your team: Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention.

• Problem-solve and follow through: Research and resolve client inquiries in a timely, thoughtful, and professional manner.

Who you are

• Educational background: You have a bachelor’s degree (preferred).

• Industry experience: You have 5–7+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior Private Wealth account management experience is preferred.

• Client service expertise: You’ve worked in a client service role in the brokerage, investment advisory, or financial services industry and understand the needs of high-net-worth clients.

• Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.

• Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.

• 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 with internal platforms and systems.

What you need to succeed