Client Analyst

2 weeks ago

Dallas, United States Canadian Imperial Bank of Commerce 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

The Client Analyst is responsible for supporting relationship managers and client service associates to meet our client's immediate needs by providing an exceptional client experience, leveraging CIBC systems to provide detailed analytics/reporting/trading/planning and proactively identifying opportunities to further deepen their relationship with CIBC. The role applies primary theories, analytic skills and practices to demonstrate support our team in delivering against each client's unique needs, and mentors and acts as a referral point for team members within the Dallas Office to assist with resolving client issues, complex transactions and training. The Client Analyst implements policies, procedures, quality, and compliance standards and regulations, making clients' goals their own and delivering excellence every day with consistently great technology and service. The role actively leverages CIBC systems provide clarity to clients regarding their progress towards their financial goals. In addition, the role collaborates on issues within defined parameters, meeting clients' service needs with the goal of making clients promoters of CIBC.

What you'll be doing

As a member of the Dallas Private Wealth Team, you'll use your expertise in financial services, attention to detail, data analytics and customer service to help relationship managers as they manage their client's day-to-day wealth management needs. As a Client Analyst, whether it's taking the lead to answer questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support as clients work towards their financial goals. You're flexible to work our wealth management office's hours to deliver the reports and data necessary for our Relationship Managers to deliver a great client experience. You'll work full time from the Dallas wealth management office.

How you'll succeed

* Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.


* Problem solving - Listen, ask questions, and put yourself in the client's shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find better solutions.


* Leveraging technology - Become a technology expert. Share your knowledge by supporting the entire relationship management/support team to deliver best-in-class service wealth planning and reporting.



Who you are

* You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, it's the right thing to do.


* You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.


* You're detail oriented. You can effectively manage multiple tasks to ensure the timely delivery of the analysis, reporting and trades in a fast-paced work environment


* You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.


* You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.


* You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.


* Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.



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 health benefits program, defined benefit pension plan, an employee share purchase plan 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



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

TX - 2121 N. Pearl Street

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Standards Compliance

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