Client Service Associate, Private Wealth

1 month ago

St Louis, 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 CIBC.com

Job Description

KEY ACCOUNTABILITIES
  • Provide day-to-day client service support to Family Office Executives and Administrators
  • Provide telephone coverage for team members, and maintain team calendar and schedules
  • Schedule meeting (initiating/reserving conference room/update security)
  • Faxing/photocopying/scanning/filing/archiving data
  • Prepare correspondence and maintain files
  • Prepare, organize incoming and outgoing mail
  • Generate transactional documentation and perform daily reconciliation for processed transactions
  • Receive visitors and answer phone calls, provide information, and refer visitors/callers to appropriate individuals using judgment of sensitivity and confidentiality
  • Support the collection and processing of client tax information
  • Special projects and other duties as assigned and/or requested

CROSS-FUNCTIONAL RELATIONSHIPS
  • Work collaboratively with members across the organization
  • CIBC Family Office administrative, executive, and operations teams
  • Internal and external clients

KNOWLEDGE AND SKILLS
  • Bachelor's degree and/or 1-3 years relevant work experience
  • Strong client service orientation skills
  • Excellent organizational skills with an attention to detail
  • Flexibility with the ability to multi-task and meet deadlines
  • Strong work ethic
  • Pleasant telephone manner
  • Ability to work in a team environment
  • Highly proficient with Microsoft Word, Outlook, Excel and Power Point with willingness to learn new applications/systems as required.

WORKING CONDITIONS
  • This role operates withing a normal office environment

COMPLIANCE REQUIREMENTS/RESPONSIBILITIES
  • As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls.

AUTHORITIES/DECISION RIGHTS
  • As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness.

CONDUCT & CULTURE RISK

Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership's identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk.

As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:
  • Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls
  • At all times acting in accordance with our Purpose and shared values, to achieve our Bank's strategic goals
  • Understanding and following the qualitative and quantitative components of our Risk Appetite Statements
  • Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings
  • Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC's policies, frameworks, guidelines, processes and controls
  • Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders
  • Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC's reputation as a leading financial institution

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.

Job Location
MO-1401 South Brentwood Blvd.

Employment Type
Regular

Weekly Hours
40

Skills
Business, Codes of Conduct, Confidentiality, Ethics, Phone Calls, Teamwork

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