Senior Client Service Associate

3 weeks ago

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

CIBC is seeking a highly skilled and experienced professional to join our team as a Senior Client Service Associate. This role is responsible for executing complex transactions and providing exceptional client service to high net worth clients.

Key Responsibilities
  • Prepare and process new account paperwork, including account openings and sub-account management.
  • Manage clients' quarterly tax payments and annual IRA contributions/RMDs, ensuring compliance with regulatory requirements.
  • Supervise all aspects of gifting, including cash, in-kind, gift letters, and Crummey letters.
  • Assemble quarterly and annual portfolio review presentation books, providing clients with a comprehensive view of their investment portfolios.
  • Update portfolio asset allocation schedules and run performance reports to ensure clients are informed and up-to-date on their investments.
  • Complete securities processing, including purchases, redemptions, capital calls, and pricing updates.
  • Research and analyze fees to ensure clients are receiving the best possible value for their investments.
  • Provide administrative support, including answering telephones, preparing well-written correspondence, and maintaining files for quarterly administrative and investment reviews.
  • Proactively anticipate and address client needs, promptly researching and resolving any issues that may arise.
  • Provide integral support for client service teams and special projects, ensuring seamless execution and exceptional client service.
  • Achieve and sustain a balanced approach to managing risk, ensuring compliance controls and processes are integrated into day-to-day activities.
  • Contribute to a strong organizational culture through positive, collaborative behaviors, resulting in client and employee engagement.
  • Pursue continuous improvement and be a problem solver, anticipating obstacles, developing plans to overcome, and looking for ways to improve.
  • Assist clients with Portfolio Online, providing them with a user-friendly and intuitive platform to manage their investments.
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, with excellent interpersonal and verbal communication skills.
  • Strong organizational skills, sufficient to complete work according to established schedule and timeframes, while accommodating given priorities.
  • Proficient with Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.
  • Experience working with external custodians, such as Charles Schwab and Fidelity.
What We Offer

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 provide an accessible candidate experience. If you need accommodation, please contact us.

We offer 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.

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