Client Service Manager

1 week ago

West Palm Beach, 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

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 working with the Relationship Manager to build and maintain 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.
  • 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.
  • Fundamental understanding of investments and capital markets
  • Excellent written and oral communication skills.
  • Ability to multi-task and manage priorities effectively with minimal direction.
  • Capacity to adapt to a rapidly changing business and technology environment.
  • Exceptional problem-solving and follow-up skills are essential.
  • 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 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 M[redacted]
  • 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
FL - 525 Okeechobee Boulevard

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

  • Client Service Associate

    3 weeks ago

    West Palm Beach, United States HighTower Full time

    Hightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...

  • Fund Services Manager-Client Services

    2 days ago

    West Orange, United States Corporation Service Company Full time

    The Manager candidate will manage multiple client relationships ensuring superior client service with their client service team members. Deliverables include fund administration services provided to private equity funds such as: Review accounting rec Client Service, Manager, Accounting, Service, Client Relations, Retail, Business Services

  • Client Service Associate

    1 month ago

    West Palm Beach, United States HighTower Advisors Full time

    Hightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...

  • Client Service Associate

    3 weeks ago

    West Palm Beach, United States HighTower Advisors Full time

    Hightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...

  • Client Service Associate

    1 month ago

    West Palm Beach, United States Gpac Full time

    Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.Responsibilities:Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a...

  • Client Service Associate

    4 weeks ago

    West Palm Beach, United States Gpac Full time

    Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.Responsibilities:Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a...

  • Client Services Associate

    3 weeks ago

    West Palm Beach, United States SPS North America Inc Full time

    Job DetailsLevel Experienced Job Location EIMFL - West Palm Beach, FL Position Type Full Time Job Category Customer Service DescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate...

  • Tax Senior Manager

    1 month ago

    West Palm Beach, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Senior Manager

    4 weeks ago

    West Palm Beach, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Client Services Specialist

    1 week ago

    West Palm Beach, Florida, United States VCA Animal Hospitals Full time

    Join our Team as an Experienced Client Service Representative at VCA Palm Beach Veterinary SpecialistsAre you ready to be part of a team that values building personal connections? Do you have a strong desire to offer compassionate support to pet owners in need? If so, we want you to be a part of our full-time team at VCA Palm Beach Veterinary Specialists....

  • Tax Senior Manager

    1 month ago

    West Palm Beach, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Senior Manager

    4 weeks ago

    West Palm Beach, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Senior Manager

    3 days ago

    West Palm Beach, United States EisnerAmper Full time

    Job Description Guaranteed Sign on Bonus of at least $10,000 - contact rashmi.bajwa@eisneramper.comto learn more. At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is...

  • Fund Services Manager-Client Services

    24 hours ago

    West Orange, United States Corporation Service Company Full time

    Job DescriptionManager, Client ServicesWilmington, DE or West Orange NJ-HybridMonday through Friday 9:00 a.m. to 6:00 p.m.Candidates for this position must be eligible to work in the United States without sponsorship. Time on-site or time zone may be necessary based on business need.Some of the things you will be doing: The Manager candidate will manage...

  • Intake Client Service Representative

    1 week ago

    West Palm Beach, Florida, United States Interim HealthCare - Treasure Coast Full time

    Job DescriptionJob DescriptionIntake Client Service Representative (CSR) in West Palm BeachExperience a culture that values CSRs for the vital role they play. At Interim HealthCare, you'll be part of an organization that cares for its employees as much as the clients and patients they serve. Since 1966, Interim HealthCare has been an employer of choice to...

  • Tax Director

    4 weeks ago

    West Palm Beach, United States EisnerAmper Full time

    Job Description Tax Director- Private Client Services (PCS) At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love...

  • Tax Director

    2 weeks ago

    West Palm Beach, United States EisnerAmper Full time

    Job DescriptionTax Director- Private Client Services (PCS)At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love...

  • Intake Client Service Representative

    3 weeks ago

    West Palm Beach, United States Interim HealthCare Full time

    Intake Client Service Representative (CSR)in West Palm BeachExperience a culture that values CSRs for the vital role they play. At Interim HealthCare, youll be part of an organization that cares for its employees as much as the clients and patients they serve.Since 1966, Interim HealthCare has been an employer of choice to CSRs seeking a fulfilling career...

  • Intake Client Service Representative

    3 weeks ago

    WEST PALM BEACH, United States Interim HealthCare of West Palm Beach Full time

    Intake Client Service Representative (CSR) in West Palm BeachExperience a culture that values CSRs for the vital role they play. At Interim HealthCare®, you’ll be part of an organization that cares for its employees as much as the clients and patients they serve. Since 1966, Interim HealthCare has been an employer of choice to CSRs seeking a fulfilling...

  • Intake Client Service Representative

    3 weeks ago

    WEST PALM BEACH, United States Interim HealthCare of West Palm Beach Full time

    Intake Client Service Representative (CSR) in West Palm BeachExperience a culture that values CSRs for the vital role they play. At Interim HealthCare®, you’ll be part of an organization that cares for its employees as much as the clients and patients they serve. Since 1966, Interim HealthCare has been an employer of choice to CSRs seeking a fulfilling...