Client Service Administrator
2 weeks ago
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
Responsibilities but not limited to the following:
- Administrative support: telephone back-up, prepare correspondence and maintain files.
- Cash transaction processing (checks, ACH, wires, journal transfers).
- Prepare and maintain internal client authentication forms and external custodian as needed.
- Own the administrative process, including maintaining Funds Transfer Agreements, new account openings, managing client tax payments and IRA contributions.
- Process expense reports (team and client oriented expenses).
- Facilitate client gifts and sponsorships.
- Possess a strong understanding of compliance policies relating to client service activities.
- Become an expert on internal firm policies and procedures as they relate to client servicing activities. Coordinate and maintain client communication lists (mailings, events, and marketing communications).
- Perform authentication call backs to clients on timely basis follow a request.
- Assemble materials for client meetings.
- Research and analyze fees.
- Generate client statements, tax reports and ad hoc reports.
- Promptly research and bring about resolution of all client issues, achieved through leveraging available resources and developing working relationships with middle and back office support teams.
- Pursue continuous improvement and problem solve by anticipating obstacles, developing plans to overcome and look for ways to improve.
- Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities.
To Excel:
- Willingness to accept advanced responsibilities.
- Become subject matter expert on our clients, their needs and CIBC's internal policies and procedures.
- 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.
- Demonstrate knowledge to systems, processes and situations with proficiency.
Qualifications:
- Bachelor's degree preferred.
- Strong client service commitment.
- Understanding of wealth management a plus.
- Ability to operate and thrive in a high paced environment, while maintain a high level of accuracy and timeliness.
- This role is expected to develop mastery of internal processes and systems, understand their nuances and develop best practices for achieving day to day client servicing activities.
- 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.
- Self-starter and proactive individual with the ability to work both independently and collaboratively with team members.
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.
Job Location
100 Federal Street, 37th Floor
Employment Type
Regular
Weekly Hours
40
Skills
Accountability, Activity Coordination, Communication, Multitasking, Office Administration, Organizational Efficiency, Taking Initiative
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