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Client Service Associate
1 month 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 CIBC.com What you'll be doing The Client Service Associate supports the Private Wealth Family Office team in providing customized client service and is responsible for administrative services, interfacing with clients and colleagues, and organizational support. How you'll succeed Generate transactional documentation and perform daily reconciliation for processed transactions 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 Faxing/photocopying/scanning/filing/archiving data Prepare correspondence and maintain files Prepare, organize incoming and outgoing mail 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 Who you are Bachelor’s degree and/or 1-3 years relevant work experience 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 within a normal office environment. What CIBC Offers 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. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, 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 MO-1401 South Brentwood Blvd. Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Client Service, Customer Experience (CX), Deadline Management, Family Office, Microsoft Outlook, Office Administration, Teamwork At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr
