Senior Client Services Supervisor

2 weeks ago

Chicago, Illinois, United States CIBC Full time

At CIBC, we are dedicated to fostering a relationship-driven banking experience tailored for the contemporary landscape. We seek skilled and enthusiastic professionals committed to prioritizing our clients' needs.

In the Senior Client Services Supervisor position, you will collaborate within a team-focused atmosphere alongside Relationship Managers, Client Service Managers, custodians, and the operations division to ensure a cohesive and integrated client journey. You will act as a vital resource for all service-related inquiries from CIBC Private Wealth clients. Furthermore, you will lead and manage a small team to enhance the overall client experience.

Key Responsibilities:

  • Team Leadership:
    • Oversee a small group of client service managers while fulfilling client service duties.
    • Identify training requirements for new team members.
    • Conduct performance evaluations for team members.
    • Collaborate with the team to resolve issues effectively.
    • Ensure comprehensive understanding of client service protocols among team members.
  • Operational Excellence:
    • Identify and implement process enhancements to boost efficiency.
    • Distribute tasks effectively among team members.
    • Address challenges by collaborating with internal partners to ensure a seamless client experience.
  • Client Engagement:
    • Possess a thorough understanding of investments to assist with client inquiries.
    • Deliver exceptional, personalized service to Private Wealth Management clients.
    • Manage the onboarding of new accounts, including funding and cost basis entry.
    • Handle client communications professionally and ensure follow-up on requests.
    • Accurately manage daily client transactions and inquiries within set deadlines.
    • Assist with general account inquiries and maintenance requests.
    • Investigate and resolve client issues through effective communication with clients and internal teams.
    • Prepare materials for client meetings and presentations.
    • Support the training of junior staff as needed.
    • Assist the team in meeting deadlines for client accounts.
    • Serve as the subject matter expert and escalation point for the team.
    • Understand various account types to assist with inquiries.
    • Report compliance issues as necessary.
  • Project Involvement:
    • Engage in ad-hoc projects aimed at process improvements.

Qualifications:

  • Bachelor's Degree in Business, Finance, or a related field, or equivalent experience.
  • Experience with Salesforce, Fidelity, Schwab platforms, and SEI is advantageous.
  • A minimum of 7 years in client services, with at least 3 years in a management role.
  • Strong relationship management skills.
  • Excellent verbal and written communication abilities.
  • Adaptability to a fast-paced business and technological environment.
  • Self-motivated with the ability to work independently and collaboratively.
  • Proficient in Microsoft Office Suite.
  • Proven ability to manage multiple responsibilities accurately in a high-pressure setting.
  • Demonstrated leadership and teamwork capabilities.

At CIBC, we prioritize your professional growth and aspirations. We aim to create a work environment that recognizes your contributions through competitive compensation, benefits, and opportunities for development.

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