Senior Client Service Associate
CIBC · US
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our...
Job description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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.com What You’ll Be Doing: As a Client Service Associate (CSA) , you’ll play a key role in supporting high-net-worth client portfolios by executing complex transactions, researching, and resolving client inquiries, and preparing monthly and quarterly meeting materials. You’ll work closely with Senior Relationship Managers and their clients to deliver the highest level of client service. In this hands-on role, you’ll have the opportunity to develop deep knowledge of client portfolios, grow your career within the Relationship Management Team, and pursue professional designations in the wealth management industry. You’ll also provide backup for aspects of the Trust Administrator’s responsibilities when needed. At CIBC, we enable the work environment most optimal for you...