Senior 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 Senior Client Service Associate, you will execute the more complex transactions required to support high net worth client portfolios, including researching client inquiries and issues in order to effectively bring about resolution. You will also provide oversight on some aspects of the Client Service Associate’s responsibilities.

• Demonstrate a passionate commitment to servicing clients

• Prepare and process new account paperwork

• Open new accounts and sub-accounts

• Process cash transactions (checks, ACH, wires, journal transfers)

• Manage clients’ quarterly tax payments and annual IRA contributions/RMDs

• Supervise all aspects of gifting

• Assemble quarterly/annual portfolio review presentation books

• Update portfolio asset allocation schedules

• Run performance reports

• Complete securities processing (purchases, redemptions, capital calls, pricing updates)

• Research and analyze fees

• Assist clients with Portfolio Online

• Complete and provide documentation for Annual Review Suite

• Initiate contact with clients and their third-party advisors when appropriate

• Provide administrative support (answer telephones, prepare well-written correspondence, maintain files for quarterly administrative and investment reviews)

• Proactively anticipate and address client needs. Promptly research and bring about resolution of all client issues.

• Provide integral support for client service teams and special projects.

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

• Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement

• Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve

Who you are 

• You have a bachelor’s degree and/or 3–10 years of experience in trust and account administration, personal tax, financial planning, or investment management.

• 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