Family Office Client Service Manager
Family Office Client Service Manager
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$ 75000 - 100000
1 Vacancy
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 Family Office Client Service Manager you will provide customized support to ultra-high-net-worth clients and their family offices. Your role is critical in delivering consolidated reporting document management expense management solutions and comprehensive administrative services. You will act as a key contact for clients and internal teams ensuring seamless implementation ongoing service and organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing exceptional client service.
At CIBC we enable the work environment most optimal for you to thrive in your role.Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How youll succeed
Client Relationship Management & Service Delivery
Serve as the primary contact for day-to-day operations and escalations related to Family Office services.
Oversee a select portfolio of clientele ensuring exceptional service delivery and satisfaction.
Interface with High Net Worth Clients and their intermediaries and external Advisors CIBC Specialists (Wealth Strategies Investment Trust Tax Operations Legal Compliance Marketing) and External Service providers (accountants attorneys custodians insurance providers).
Proactively monitor and address client needs while continuously improving processes to meet changing demands.
Manage preparation of presentation materials for client meetings.
Platform & System Management
Lead client transitions to the SEI Archway platform including preparation and execution of client service agreements in coordination with the CIBC Family Office Team.
Partner with the central CIBC Family Office and SEI Archway teams relationship managers and advisors to meet client deliverables and build local internal awareness of Family Office services.
Assist clients with CIBC Private Wealth Investor Dashboard.
Maintain/update client personal and account data on internal systems and files.
Financial Operations & Transaction Management
Initiate and fulfill cash management requests including transaction review and verification of proper processing.
Execute ad hoc bill-paying and set up recurring payments.
Research and resolve overdraft situations.
Manage all aspects of gifting (cash in-kind gift letters Crummey letters).
Manage clients quarterly tax payments and annual IRA contributions/RMDs.
Coordinate asset transfers and manage cost basis updates on securities.
Review fee collections and resolve collection issues.
Administrative & Reporting Tasks
Prepare new account packets and open new accounts & sub-accounts.
Complete first review of administrative reviews.
Prepare customized client reports (e.g. cash flow analysis and cash projection reports).
Subject Matter Expertise & Internal Education
Act as a subject matter expert on Family Office offerings and deliver ongoing education to business partners.
Who you are
Bachelors degree and 3 years experience in trust and/or investments.
Proficient with Microsoft Word Outlook Excel PowerPoint and Adobe.
Exceptional client service commitment. 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.
Strong interpersonal written and verbal communication skills with the ability to use these skills to communicate with high net worth clients intermediaries and colleagues at all organizational levels.
Flexibility and adaptability to meet the changing needs of our clients Relationship Managers and Client Service Managers.
Strong organizational skills sufficient to complete work according to established schedule and timeframes while accommodating given priorities.
Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.
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 $75000 - $100000 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 units incentive compensation plan which may also 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) Holidaysand 401(k) in addition to other special perks reserved for our team members.
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
CA - San Francisco - 101 2nd St.Employment Type
RegularWeekly Hours
40Skills
Active Listening Analytical Thinking Budget Preparation Client Service Customer Experience (CX) File Maintenance Interpersonal Communication Presentation PreparationsRequired Experience:
Manager
Employment Type
Full-Time
