Senior Client Service Manager

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:

The Senior Client Service Manager provides high quality high touch service to Private Wealth Management (PWM) clients in collaboration with Relationship Managers. You will manage new account onboarding at external custodians with responsibilities including but not limited to opening new accounts and the facilitation of account funding and cost basis input.

• Manage general account inquiries maintenance requests including but not limited to trade execution money movement transactions holding and balance inquiries charitable gift requests addressing changes and tax reporting inquiries in accordance with existing policies and procedures.

• Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow-up to satisfy client requests.

• Research follow-up and resolve client inquiries and problems through effective interaction with clients custodial partners CIBC Private Wealth Relationship Managers and operations departments in a timely and professional manner.

• Prepare material for client and prospect presentations meetings and reviews.

• Proactively assess and identify optimal service needs developing material automating processes and enhancing solutions and support for clients and CIBC Private Wealth Relationship Managers.

• Conduct ongoing audits of account profile and portfolio characteristics to ensure fulfillment accuracy and alignment executing actionable tasks in a timely manner.

• Log and track all customer interactions including calls emails and meetings as tasks and events in Salesforce. Create new prospects households accounts and opportunities with accurate and detailed information. Build and maintain dashboards for business reporting needs.

• Work cross functionally with team members supporting similar lines of business providing direct backup support as needed.

• Assist in the training of less experienced staff at Management request.

• Participate in other duties as requested by Relationship Managers and Firm Management.

At CIBC we enable the work environment most optimal for you to thrive in your role. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 2-4 days per week on-site while other days will be remote.

How youll succeed:

• Client engagement - Help clients manage their accounts and products. Focus on the clients experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.

• Problem solving - Listen ask questions and put yourself in the clients shoes. Act like an owner by taking accountability for client issues and knowing when to lean on others to create a better solution together.

• Relationship Building Provide assistance to clients Relationship Managers and colleagues to address questions related to basic signing authority and AML signing authority requirements. Also provide assistance and guidance to more junior team members when required.

• Strategic Vision Identify opportunities for enhancements and automations provide proactive guidance and display forward thinking tendencies to grow AUM and achieve optimal client retention.

Who you are:

• 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 have strong technical skills with Microsoft Office suite particularly Excel Word and PowerPoint as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process.

• Youre driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. Youre confident in your ability to communicate detailed information in an impactful way.

• You understand that success is in the details. You notice things that others dont. Your critical thinking skills help to inform your decision making.

• Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.

• You have a degree/diploma in accounting finance or a related field. Minimum of 5 years of experience in banking or financial services industry.

• You have a Financial Industry Certifications and/or Securities License Preferred

At CIBC we offer a competitive total rewards package. This role has an expected salary range of $90000 - 120000K 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 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.

This position does not offer visa sponsorship.

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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.

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