Senior Client Service Manager (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 Senior Client Service Manager (Private Wealth), you will play a leading role in supporting Relationship Manager(s) by delivering exceptional client service and comprehensive administrative assistance. You will be responsible for researching and resolving client inquiries, 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

• Provide comprehensive client service and administrative support to Relationship Manager(s). Manage all account administrative duties for a variety of account types (irrevocable trusts, investment management accounts, IRAs, foundations).

• Become a trusted advisor and partner to clients, intermediaries, and Relationship Manager(s).

• Drive the preparation and review of client reports, as well as client and prospect marketing materials, presentations, RFPs, and meeting materials.

• Participate in client meetings (as needed).

• Plan and coordinate internal and external meetings, including logistics and material preparation.

• Open new accounts and sub-accounts, prepare and process new account paperwork, and coordinate onboarding for new clients.

• Manage 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.

• Communicate regularly and effectively with clients. Research and resolve client inquiries promptly and professionally, anticipating client needs and proactively addressing issues.

• Collaborate with Relationship Manager(s), Wealth Strategist and/or Investment Team to develop strategy for clients’ wealth plans.

• Update portfolio asset allocation schedules and process account updates within required timelines.

• Run reports and overviews for key meetings, track client activity and support reporting requests.

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

• Proactively determine workflow, set the agenda for projects and initiatives the team needs to execute. Provide support for special projects as assigned.

• Achieve and sustain a balanced approach to managing risk by integrating compliance controls and processes (regulatory, compliance, fiduciary) into daily activities.

• 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

• Educational background: Bachelor’s degree preferred.

• Client service experience: You have 5+ years of financial industry experience with demonstrated commitment to providing superior client service and high-touch relationship management. You have an understanding of wealth management and experience in a client service role working with high-net-worth (HNW) clients.

• Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally with HN