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 Client Service Associate supports the Private Wealth Family Office team in providing customized client service and is responsible for administrative services, interfacing with clients and colleagues, and organizational support.

How you'll succeed 

• Generate transactional documentation and perform daily reconciliation for processed transactions

• Provide day-to-day client service support to Family Office Executives and Administrators

• Provide telephone coverage for team members, and maintain team calendar and schedules

• Faxing/photocopying/scanning/filing/archiving data

• Prepare correspondence and maintain files

• Prepare, organize incoming and outgoing mail

• Receive visitors and answer phone calls, provide information, and refer visitors/callers to appropriate individuals using judgment of sensitivity and confidentiality

• Support the collection and processing of client tax information

• Special projects and other duties as assigned and/or requested

Cross-Functional Relationships

• Work collaboratively with members across the organization

• CIBC Family Office administrative, executive, and operations teams

• Internal and external clients

Who you are

• Bachelor’s degree and/or 1-3 years relevant work experience

• Strong client service orientation skills

• Excellent organizational skills with an attention to detail

• Flexibility with the ability to multi-task and meet deadlines

• Strong work ethic

• Pleasant telephone manner

• Ability to work in a team environment

• Highly proficient with Microsoft Word, Outlook, Excel and Power Point with willingness to learn new applications/systems as required.

Working Conditions

• This role operates within a normal office environment

California residents — your privacy rights regarding your actual or prospective employment

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and Momen