Client Service Associate

2 weeks ago

Boston, Massachusetts, United States CIBC Full time
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

Responsibilities:

  • Prepare and process new account paperwork.
  • Open new accounts and subaccounts.
  • Cash transaction processing (checks, ACH, wires, journal transfers).
  • Manage clients' quarterly tax payments and annual IRA contributions/RMDs.
  • Supervise all aspects of gifting (cash, inkind, gift letters, Crummey letters).
  • 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 online account access.
  • Complete and provide documentation for annual reviews and audit requests.
  • Provide administrative support (answer telephones, prepare wellwritten correspondence, maintain files for quarterly administrative and investment reviews).
  • Proactively anticipate and address client needs. Promptly research and bring about resolution of noninvestment 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 daytoday 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.

Knowledge & Skills:

  • Bachelor's degree and/or 310 years' experience in trust and account administration and/or investments.
  • Strong organizational skills and the ability to track complex workflows across multiple business processes.
  • Strong client service commitment.
  • Strong interpersonal and verbal communication skills with the ability to use these skills to communicate with highnetworth clients and colleagues.
  • Strong time management skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities.
  • Experience in working with external custodians, such as Charles Schwab and Fidelity
  • Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat
  • 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 knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

MA-100 Federal Street, 37th Fl

Employment Type

Regular

Weekly Hours

40

Skills:

Active Listening, Budget Preparation, Client Relationship Management, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

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