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 Manager is a critical point of contact for all service related needs of a CIBC Private Wealth client. This role is responsible for building and maintaining client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.
How you'll succeed
Provide high quality, high touch service to PWM clients.
Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input.
Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries.
Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow up to satisfy client requests.
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments in a timely and professional manner.
Prepare material for client and prospect presentations, meetings, and reviews.
Assist Relationship Managers with strategizing, building, and implementing investment portfolios.
Assist with trading on accounts.
Provide ongoing portfolio maintenance.
Book travel arrangements, prepare travel, and expense reports on behalf of Relationship Managers.
Assist in the training of less experienced staff, at Management request.
Participate in other duties as requested by Relationship Managers and Firm Management.
Who you are
Bachelor’s degree
5 – 7 years of financial industry experience.
Strong organizational skills necessary to manage working with multiple Advisors and clients at once.
Ability to work independently and be self-motivated, but also able to collaborate with other client service colleagues as needed.
Follow-up skills essential.
Excellent written and oral communication skills.
Ability to multi-task and manage priorities effectively with minimal direction.
Capacity to adapt to a rapidly changing business and technology environment.
Exceptional problem-solving skills.
Familiarity with Schwab and Fidelity Platforms preferred.
Ability to learn proprietary software and databases.
Develop professional relationships with and communicate effectively with co-workers and clients.
Proven ability to work both independently and in a team environment, with the aptitude to competently handle multiple responsibilities with a high degree of accuracy in a high-pressure environment.
Highly proficient user of Word, PowerPoint, Outlook and Excel.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $85,000 -$110,000 for the San Francisco, CA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
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 MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
CA - San Francisco - 101 2nd St.Employment Type
RegularWeekly Hours
40Skills
Analytical Thinking, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Standards Compliance