Job description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
CIBC.com
Job Description
The Client Service Associate supports Senior Relationship Managers and Business Development Officers with account management responsibilities for investment management and personal trust accounts. The candidate will be a key member of the team responsible for providing high touch service to meet the needs of clients, their advisors and other colleagues.
Responsibilities but not limited to the following:
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Integral support for Senior Relationship Management team
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Administrative support: telephone back-up, prepare correspondence and maintain files
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Cash processing
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Prepare materials for client meetings
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Arrange new account packets and open new accounts
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Research client inquiries and bring about timely resolution
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Run client statements, tax reports and ad hoc reports
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Provide documentation for clients’ annual reviews
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Manage clients’ retirement accounts, tax payments, annual IRA contributions/required minimum distributions
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Establishing and terminating retirement accounts, cash and asset transfers, gift processing and gift letters, RMD processing and tracking, annual reviews
To Excel:
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Willing accept advanced responsibilities for this role would be alternative and specialty asset administration as well as trust administration
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Display initiative and exhibit the ability to work without direction
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Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients’ expectations
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Administer newly acquired knowledge to systems, processes and situations with proficiency
Qualifications:
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Bachelor’s degree from an accredited 4-year university
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2+ years’ experience in finance
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Internship in Wealth Management a plus
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Strong client service orientation
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Excellent organizational and analytical skills with an attention to detail
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Proficient with Microsoft Word, Outlook, Excel and Power Point
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Pleasant telephone manner and strong business writing skills
Why CIBC- “Ambitions made real”
We believe the value of our organization lies in the quality of our people. CIBC is built on the belief that an inclusive and diverse team drives innovation, builds better client relationships and makes us a better company.
CIBC works hard to build trusted and enduring relationships by putting our clients at the center of all we do. Our values guide our decisions, actions and interactions with our clients, team members and communities.
Risk & Compliance:
Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership’s identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk.
As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:
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Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls
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At all times acting in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals
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Understanding and following the qualitative and quantitative components of our Risk Appetite Statements
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Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings
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Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls
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Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders
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Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution
What you need to know
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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 we provide an accessible candidate experience. If you need accommodation, please contactMailbox.careers-carrieres@cibc.com
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You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
100 Federal Street, 37th Floor
Employment Type
Regular
Weekly Hours
40
Skills
Client Confidentiality, Client Intakes, Client Interactions, Contact Clients, Customer Service, Customer Service Administration, Wealth Management
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