Senior Client Service Associate

7 days ago

San Francisco, California, United States CIBC Full time
About the Role

We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at CIBC. As a key member of our client service team, you will be responsible for providing exceptional service to our high net worth clients, executing complex transactions, and managing client relationships.

Key Responsibilities
  • Execute complex transactions, including researching client inquiries and issues to bring about resolution
  • Provide oversight on aspects of the Client Service Associate's responsibilities
  • Prepare and process new account paperwork
  • Open new accounts and sub-accounts
  • Cash transaction processing (checks, ACH, wires, journal transfers)
  • Manage clients' quarterly tax payments and annual IRA contributions/RMDs
  • Supervise all aspects of gifting (cash, in-kind, gift letters, Crummey letters)
  • Assemble quarterly/annual portfolio review presentation books
  • Update portfolio asset allocation schedules
  • Run performance reports
  • Complete securities processing (purchases, redemptions, capital calls, pricing updates)
  • Research and analyze fees
  • Complete and provide documentation for Annual Review Suite
  • Initiate contact with clients and their third-party advisors when appropriate
  • Provide administrative support (answer telephones, prepare well-written correspondence, maintain files for quarterly administrative and investment reviews)
  • Proactively anticipate and address client needs
Requirements
  • Bachelor's degree and/or 3-10 years' experience in trust and account administration and/or investments
  • Experience in personal tax, financial planning or investment management
  • Strong client service commitment
  • Strong interpersonal and verbal 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
  • Use of CRM and/or financial services platform for advisory business
  • Experience in working with external custodians, such as Charles Schwab and Fidelity
  • Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat
What We Offer

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 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.

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