Client Service Manager - Business Development (Private Wealth)

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 Manager - Business Development, you will play a pivotal role in supporting both the Business Development and Relationship Management teams by delivering exceptional client service and comprehensive administrative assistance. Experience with Salesforce is highly valued in this role, as it is frequently used to manage client relationships and support various administrative tasks. You will be responsible for preparing marketing materials, supporting account opening and onboarding, managing operational requests, and ensuring all activities align with regulatory and internal standards. To be successful, you will effectively collaborate with internal teams and proactively communicate with high-net-worth clients to ensure a seamless and high-quality client experience.

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

• Client partnership – Deliver comprehensive service and administrative support to BD and RM teams. Become a trusted partner to the firm’s clients whether individuals or their financial intermediaries. Engage regularly and effectively with clients, researching and resolving inquiries promptly and professionally, anticipating needs and proactively addressing issues.

• Business development – Support new business initiatives and market activities. Organize and participate in internal and external meetings, including logistics, material preparation, and client presentations.

• Account management – Open new accounts and sub-accounts, prepare and process new account paperwork, coordinate onboarding for new clients, and execute client transactions such as wires, checks, ACH, journal transfers, address changes, portfolio trade programs, tax payments, charitable gifts, and IRA contributions/RMDs, ensuring accuracy and compliance.

• Material preparation – Create and review client reports, marketing materials, presentations, RFPs, meeting materials, and run reports and overviews for key meetings. Track client activity and support reporting requests. Update portfolio asset allocation schedules and process account updates within required timelines.

• Operational support – Manage travel arrangements, expense tracking, and inbound and outbound telephone calls. Provide support for special projects as assigned.

• Team development – Assist in the training of less experienced staff as requested by management.

• Risk management – Integrate compliance controls and processes (regulatory, compliance, fiduciary) into daily activities to achieve and sustain a balanced approach to managing risk.

• Culture building and process improvement – Contribute to a positive organizational culture through collaborative behaviors, supporting client and employee engagement. Pursue continuous improvement, act as a problem solver, and seek ways to enhance processes and client service.

Who you are

• You have a bachelor’s degree (preferred), ideally in a field relevant to the industry.

• You demonstrate experience in the financial industry, with 5+ years providing superior client service. You understand wealth management and have worked with high-net-worth individuals or their advisors (preferred).

• You communicate effectively, using excellent verbal and written skills to interact professionally with clients, colleagues