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Senior Client Services Team Supervisor

2 months ago

Chicago, Illinois, United States CIBC Full time

At CIBC, we are dedicated to establishing a client-focused banking experience for the contemporary world. We seek skilled and enthusiastic professionals committed to prioritizing our clients' needs.

We value your unique strengths and aspirations, empowering you to thrive in your role. Our team members are equipped to make a significant impact and are appreciated for their contributions.

In the role of Senior Client Services Team Supervisor, you will collaborate within a team-centric atmosphere alongside Relationship Managers, Client Service Managers, custodians, and the operations division to provide a cohesive and integrated client experience. 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:

  • Guide a small team of client service managers while fulfilling client service duties.
  • Identify training requirements for new team members.
  • Conduct performance evaluations for team members on a regular basis.
  • Collaborate with the team to resolve issues effectively.
  • Ensure the team comprehends client service procedures and protocols.

Operational Excellence:

  • Proactively seek and implement process enhancements to boost efficiency.
  • Distribute tasks effectively among team members.
  • Address challenges by coordinating with internal partners to ensure a smooth client experience.

Client Engagement:

  • Possess a comprehensive understanding of investments to assist with client requests.
  • Deliver exceptional, personalized service to Private Wealth Management clients.
  • Oversee the onboarding of new accounts, including funding and cost basis input.
  • Manage client transactions and inquiries accurately and promptly.
  • Address general account inquiries and maintenance requests efficiently.
  • Investigate and resolve client issues through effective communication with clients and internal departments.
  • Prepare materials for client presentations and meetings.
  • 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.
  • Report any compliance issues identified within the team.

Project Management:

  • Engage in ad-hoc projects aimed at process improvements.

Qualifications:

  • Bachelor's Degree in Business, Finance, or a related field, or equivalent experience.
  • Proficiency in Salesforce, Fidelity, Schwab platforms, and SEI is advantageous.
  • At least 7 years of experience in client services, with a minimum of 3 years in a management role.
  • Strong relationship management skills.
  • Excellent verbal and written communication abilities.
  • Adaptability to a fast-paced business and technological landscape.
  • Self-motivated with the ability to work independently and collaboratively.
  • High proficiency in Microsoft Word, PowerPoint, Outlook, and Excel.
  • Proven capability to manage multiple responsibilities accurately in a high-pressure environment.
  • Exemplary leadership and teamwork skills.

What CIBC Offers:

At CIBC, your professional aspirations are paramount. We focus on your strengths and ambitions, striving to create opportunities that unlock your potential. We aim to provide a fulfilling career rather than just a paycheck.

We recognize your contributions through competitive compensation, incentive pay, banking benefits, and a comprehensive benefits program. Our workspaces and technological resources facilitate collaboration to develop innovative solutions for our clients.

We foster a culture that encourages you to express your ambitions through initiatives like Purpose Day, a dedicated paid day off for personal growth and development.

Commitment to Inclusion:

CIBC is devoted to creating an inclusive environment where all team members and clients feel valued. We welcome applicants with diverse abilities and provide an accessible candidate experience.

We may conduct assessments and skills tests during the application process to better understand your qualifications and to give you insight into our organization.