Senior Client Service Associate

3 weeks ago

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

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

Key Responsibilities
  • Prepare and process new account paperwork, including opening new accounts and sub-accounts.
  • Cash transaction processing, including checks, ACH, wires, and journal transfers.
  • Manage clients' quarterly tax payments and annual IRA contributions/RMDs.
  • Supervise all aspects of gifting, including cash, in-kind, gift letters, and Crummey letters.
  • Assemble quarterly/annual portfolio review presentation books and update portfolio asset allocation schedules.
  • Run performance reports and complete securities processing, including purchases, redemptions, capital calls, and pricing updates.
  • Research and analyze fees, complete and provide documentation for Annual Review Suite, and initiate contact with clients and their third-party advisors when appropriate.
  • 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 bringing about resolution of all client issues.
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, and 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, and proficiency with Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.
About CIBC

CIBC is a leading financial institution 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 Mailbox.careers-

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

What We Offer

CIBC offers a competitive total rewards package, including a salary range of $65,000-$90,000 for the San Francisco, CA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs, including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

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