Senior Client Service Manager Business Development

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 Senior Client Service Manager -Business Development you will play a pivotal role in supporting both the Business Development and Relationship Management teams by delivering exceptional client service and comprehensive administrative assistance. You will be responsible for preparing marketing materials supporting account opening and onboarding managing operational requests and ensuring all activities align with regulatory and internal standards. To be successful you will effectively collaborate with internal teams and proactively communicate with high-net-worth clients to ensure a seamless and high-quality client experience.

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

• Provide comprehensive client service and administrative support to Business Development (BD) and Relationship Management (RM) teams. Become a trusted advisor and partner to clients intermediariesand BD/RM teams.

• Drive the preparation and review of client reports as well as client and prospect marketing materials presentations RFPs and meeting materials.

• Participate in client meetings (as needed).

• Coordinate and support new business initiatives and market activities.

• Manage travel arrangements and maintain expense tracking and reporting.

• Plan and coordinate internal and external meetings including logistics and material preparation.

• Handle inbound and outbound telephone calls professionally routing as necessary and conducting follow-up.

• Open new accounts and sub-accounts prepare and process new account paperwork and coordinate onboarding for new clients.

• Manage client transactions such as wires checks ACH journal transfers address changes portfolio trade programs tax payments charitable gifts and IRA contributions/RMDs ensuring accuracy and compliance.

• Communicate regularly and effectively with clients. Research and resolve client inquiries promptly and professionally anticipating client needs and proactively addressing issues.

• Update portfolio asset allocation schedules and process account updates within required timelines.

• Run reports and overviews for key meetings; track client activity and support reporting requests.

• Assist in the training of less experienced staff as requested by management.

• Provide support for special projects as assigned.

• Achieve and sustain a balanced approach to managing risk by integrating compliance controls and processes (regulatory compliance fiduciary) into daily activities.

• Contribute to a positive organizational culture through collaborative behaviors supporting client and employee engagement.

• Pursue continuous improvement act as a problem solver and seek ways to enhance processes and client service.

Who you are

• Educational background: Bachelors degree preferred.

• Client service experience: You have 5 years of financial industry experience with demonstrated commitment to providing superior client service and high-touch relationship management. Understanding of wealth management and experience in a client service role working with high-net-worth (HNW) clients is preferred.

• Strong communicator: You possess excellent verbal and written communication skills with the ability to interact professionally with HNW clients colleagues custodians and service teams.

• You put clients first: You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

• You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.

• You know that details matter: You notice things that others dont. Your analytical and critical thinking skills help to inform your decision-making.

• Collaborative and independent: You work well in a team setting but also take initiative and work independently with minimal supervision.

• Technically proficient: You are proficient in Microsoft Office applications (Word Outlook Excel PowerPoint Adobe Acrobat); comfortable working with internal platforms and systems.

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

At CIBC we offer a competitive total rewards package. This role has an expected salary range of $100000 - $125000 for the San Franciso CA market based on experience qualifications and location of 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.

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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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