Client Service Associate
Client Service Associate
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Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll be doing
As a Client Service Associate you will provide daytoday administrative support for a variety of highnetworth client accounts (revocable and irrevocable trusts investment management accounts IRAs foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for client servicing needs.
Integral support for Senior Relationship Management team
Administrative support: telephone backup prepare correspondence and maintain files
Prepare materials for client meetings
Arrange new account packets and open new accounts
Research client inquiries and bring about timely resolution
Run client statements tax reports and ad hoc reports
Provide documentation for clients annual reviews
Manage clients tax payments annual IRA contributions/required minimum distributions
Complete special projects as needed
How youll succeed
Accept advanced responsibilities such as: preparing asset allocations andperformance reporting
Display initiative and exhibit the ability to work withoutdirection
Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients expectations
Administer newly acquired knowledge to systems processes and situations with proficiency
Who you are
Bachelors degree from an accredited 4year university
Internship in Wealth Management a plus
You possess excellent organizational and analytical skills.
You have a pleasant telephone manner and strong business writing skills.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.
You know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decisionmaking.
Youre passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. Youre passionate about growing your knowledge. You have a strong sense of curiosity.
Youre proficient in Microsoft Word Outlook Excel PowerPoint and Adobe Acrobat.
California residents your privacy rights regarding your actual or prospective employment
At CIBC we offer a competitive total rewards package.This role has an expected salary range of $55000 $60000 for the Chicago IL market based on experience qualifications and location of the position.The successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees 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.
Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location.
What CIBC Offers
At CIBC your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career rather than just a paycheck.
We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* a vacation offering wellbeing support and MomentMakers our social pointsbased 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.
*Subject to plan and program terms and conditions
What you need to know
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 contact
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.
We may ask you to complete an attributebased 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.
Job Location
IL 181 W MadisonEmployment Type
RegularWeekly Hours
40Skills
Analytical Thinking Client Service Customer Experience (CX) Investment Portfolios PostSales Support Product Knowledge Standards ComplianceRequired Experience:
IC
Employment Type
Full-Time
