Client Service Associate

1 month 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

The Client Service Associate supports Senior Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts. The candidate will be a key member of the team responsible for providing high touch service to meet the needs of clients, their advisors and other colleagues.

Responsibilities but not limited to the following:

  • Integral support for Senior Relationship Management team
  • Administrative support: telephone back-up, prepare correspondence and maintain files
  • Cash processing and monitoring cash levels
  • Prepare materials for client meetings
  • Research client inquiries and bring about timely resolution
  • Run client statements, tax reports and ad hoc reports
  • Preparing expense reports
  • Organizing and coordinating client meetings
  • Preparing paperwork for sponsorships
  • Monitoring capital calls from Private Equity funds
  • Collecting and organizing client tax information

To Excel:

  • Willing accept advanced responsibilities for this role would be alternative and specialty asset administration as well as trust administration
  • Display initiative and exhibit the ability to work without direction
  • Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients' expectations
  • Administer newly acquired knowledge to systems, processes and situations with proficiency

Qualifications:

  • Bachelor's degree preferred
  • Strong client service commitment
  • Understanding of wealth management a plus
  • Strong interpersonal, verbal and written communication skills with the ability to use these skills to communicate with high-net-worth clients and colleagues
  • Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities
  • 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 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-
  • 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, French proficiency, 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

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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