Client Services Specialist
3 weeks ago
Client Services Specialist (Private Wealth) page is loaded
Client Services Specialist (Private Wealth)
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locations
Boston, MA
time type
Full time
posted on
Posted Yesterday
job requisition id
2321192
Were building a
relationship-oriented
bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats 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
Client Services Specialist (Private Wealth) provides critical administrative support to our Business Development Team including preparation of prospect and client marketing materials and assists Client Service Team with account opening activities. This role will interact with Client Service and Business Development Teams learning the wealth business. The candidate will be willing to learn many aspects of business using their listening, communication, and analytical skills.
Specific responsibilities include:
Provide general administrative support to Business Development Team.
Prepare prospect and client marketing materials, presentations, and RFPs.
Support new business activities in the market.
Book travel arrangements.
Maintain and track expenses, complete expense reports.
Run reports and overviews for key meetings.
Plan and coordinate internal and external meetings.
Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow up.
Open new accounts and sub-accounts for Client Service Team. Prepare and process new account paperwork.
Provide support for special projects.
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.
Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement.
Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve.
Knowledge and Skills
Bachelors degree preferred.
Strong client service commitment.
Understanding of wealth management a plus.
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.
California residents your privacy rights regarding your actual or prospective employment
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
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
.
Expected End Date
2024-01-31
Job Location
100 Federal Street, 37th Floor
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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