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Client Service Manager
3 months ago
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
What you'll be doing
The Client Service Manager is a critical point of contact for all service related needs of a CIBC Private Wealth client. This role is responsible for building and maintaining client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.
How you'll succeed- Provide high quality, high touch service to PWM clients.- Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input.- Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries.- Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow up to satisfy client requests.- Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.- Research, follow-up and resolve client inquiries and problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments in a timely and professional manner.- Prepare material for client and prospect presentations, meetings, and reviews.- Assist Relationship Managers with strategizing, building, and implementing investment portfolios.- Assist with trading on accounts.- Provide ongoing portfolio maintenance.- Book travel arrangements, prepare travel, and expense reports on behalf of Relationship Managers.- Assist in the training of less experienced staff, at Management request.- Participate in other duties as requested by Relationship Managers and Firm Management.
Who you are- Bachelor’s degree- 5 - 7 years of financial industry experience.- Strong organizational skills necessary to manage working with multiple Advisors and clients at once.- Ability to work independently and be self-motivated, but also able to collaborate with other client service colleagues as needed.- Follow-up skills essential.- Excellent written and oral communication skills.- Ability to multi-task and manage priorities effectively with mínimal direction.- Capacity to adapt to a rapidly changing business and technology environment.- Exceptional problem-solving skills.- Familiarity with Schwab and Fidelity Platforms preferred.- Ability to learn proprietary software and databases.- Develop professional relationships with and communicate effectively with co-workers and clients.- Proven ability to work both independently and in a team environment, with the aptitude to competently handle multiple responsibilities with a high degree of accuracy in a high-pressure environment.- Highly proficient user of Word, PowerPoint, Outlook and Excel.
- 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
IL - 181 W Madison
Employment Type
Regular
Weekly Hours
40
**Skills**:
Active Listening, Analytical Thinking, Budget Preparation, Client Relationship Management, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations
