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Experienced Client Service Specialist

2 months ago

San Francisco, California, United States CIBC Full time

CIBC is seeking a Senior Client Service Associate to enhance our client engagement at a premier financial institution. This position is focused on managing intricate transactions for affluent clients while ensuring exceptional service delivery.

Core Responsibilities:
  • Facilitate and finalize new account documentation
  • Establish new accounts and associated sub-accounts
  • Oversee clients' tax obligations and IRA contributions
  • Administer gifting procedures
  • Revise portfolio asset allocation plans
  • Generate performance analysis reports
  • Execute securities processing tasks
  • Investigate and evaluate fee structures
  • Offer administrative assistance
  • Anticipate and respond to client requirements
  • Contribute to risk management and compliance efforts
  • Assist client service teams and special initiatives
Essential Qualifications:
  • Bachelor's degree and/or 3-10 years of experience in trust and account management
  • Background in taxation, financial planning, or investment advisory
  • Strong dedication to client service
  • Excellent interpersonal and communication abilities
  • Organizational proficiency and familiarity with CRM and financial service platforms
  • Competence in Microsoft Word, Excel, and related applications
Compensation: $65,000 - $90,000 based on qualifications and experience.

Benefits:
  • Attractive salary and comprehensive benefits
  • Paths for professional advancement and skill development
  • Welcoming and inclusive workplace culture
  • Access to innovative tools and technology
  • Environment that values recognition and rewards