Client Service Manager
Client Service Manager
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Job Description
Were building a relationship-oriented 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
What youll be doing
As a Client Service Manager you will support Private Wealth relationship management and business development efforts by delivering exceptional service to clients and prospects. Youll respond to client inquiries coordinate onboarding and account maintenance and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day client communications processing operational requests such as wires and address changes and ensuring documentation and transactions align with regulatory and internal standards. Youll also support Relationship Managers by preparing materials tracking client activity and contributing to a consistent and high-quality client experience.
How youll succeed
Deliver high-touch service: Manage onboarding account openings and operational support with precision and professionalism.
Communicate effectively: Serve as a main point of contact for clients internal partners custodians and service teamsensuring clear responsive and proactive communication.
Ensure operational excellence: Process wires address changes and other account updates accurately and within required timelines.
Support your team: Assist Relationship Managers with materials tracking and reporting that enhance client relationship development and retention.
Problem-solve and follow through: Research and resolve client inquiries in a timely thoughtful and professional manner.
Who you are
Educational background: You have a bachelors degree (preferred).
Industry experience: You have 3-5 years of experience in asset management or a comparable industry (e.g. investment consulting wealth management). Prior Private Wealth account management experience is preferred.
Client service expertise: Youve worked in a client service role in the brokerage investment advisory or financial services industry and understand the needs of high-net-worth clients.
Strong communicator: You possess excellent verbal and written communication skills with the ability to interact professionally across all levels of the organization.
Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision.
Technically proficient: Youre skilled in Microsoft Office applications including Excel and are comfortable working with internal platforms and systems.
What you need to succeed
Advanced proficiency in Microsoft Office Suite (Word Excel Outlook PowerPoint) and Adobe Acrobat.
Strong analytical skills with the ability to quickly grasp financial and investment concepts.
Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently.
Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs.
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 $68000 - 85000 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.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
This position does not offer visa sponsorship.
#LI-TA
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 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.
*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 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.
Job Location
IL - 181 W MadisonEmployment Type
RegularWeekly Hours
40Skills
Accountability Decision Making Event Management Interpersonal Communication Multitasking Office Administration Organizational Efficiency Travel CoordinationRequired Experience:
Manager
Employment Type
Full-Time
