Experienced Client Services Specialist

2 weeks ago


San Francisco, California, United States CIBC Full time

CIBC is seeking a Senior Client Service Associate to enhance our client relations at a prestigious financial institution. This position is pivotal in managing intricate transactions for affluent clients while ensuring excellence in client service operations.

Core Responsibilities:
  • Facilitate and manage the documentation for new account setups
  • Establish new accounts and their corresponding sub-accounts
  • Oversee clients' tax obligations and IRA contributions
  • Administer gifting processes with precision
  • Revise and maintain portfolio asset allocation schedules
  • Generate performance analysis reports
  • Execute securities processing tasks
  • Investigate and evaluate fee structures
  • Deliver comprehensive administrative assistance
  • Anticipate and address client requirements proactively
  • Contribute to risk management and compliance efforts
  • Assist client service teams and participate in special initiatives
Essential Qualifications:
  • A Bachelor’s degree and/or 3-10 years of relevant experience in trust and account management
  • Background in taxation, financial planning, or investment management
  • 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 other relevant software
Compensation Package: $65,000 - $90,000, commensurate with experience

Benefits Offered:
  • Attractive salary and comprehensive benefits
  • Career advancement and professional development opportunities
  • Supportive and inclusive workplace culture
  • Access to innovative tools and technology
  • Recognition and rewards for contributions


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