Client Service Associate

CIBC•Boston, MA

11d•$65,000 - $70,000

About The Position

As a Client Service Associate at CIBC, you will support Private Wealth relationship management efforts by delivering exceptional client service. You will respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. The role includes managing daily client communications, processing operational requests such as money movements and address changes, and ensuring documentation and transactions comply with regulatory and internal standards. You will also support Client Service Managers and Relationship Managers by preparing materials, tracking client activity, and contributing to a consistent, high-quality client experience. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. The position is based at 100 Federal St, Floor 30, Boston, Massachusetts, and has 40 weekly hours. The stated expected salary range for the Boston market is $65,000–$70,000, based on experience, qualifications, and location. The successful candidate may be eligible for incentive compensation, potentially including a discretionary bonus. The position does not offer visa sponsorship.

Requirements

Bachelor’s degree and/or 1–3 years of relevant financial industry experience.
Excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.
Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining accuracy.
Strong attention to detail and critical-thinking skills.
Ability to work collaboratively and take initiative independently with minimal supervision.
Proficiency with Microsoft Office applications, including Excel, and comfort working with internal and external platforms and systems.
Must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Nice To Haves

Experience in a client service role within Wealth Management.
Client-first service orientation, proactive problem-solving, and commitment to CIBC’s values of trust, teamwork, and accountability.

Responsibilities

Deliver high-touch client service by managing onboarding, account openings, and operational support accurately and professionally.
Serve as a primary point of contact for clients, internal partners, custodians, and service teams, providing clear, responsive, and proactive communication.
Process client transactions, including checks, ACH, wires, journal transfers, quarterly tax payments, charitable gift requests, and annual IRA contributions and required minimum distributions, accurately and within deadlines and established policies and procedures.
Process address changes and other account updates accurately and within required timelines.
Assist Relationship Managers with account opening, onboarding, presentation materials, meeting and review preparation, and reporting requests.
Anticipate client needs and promptly research and resolve inquiries in a thoughtful and professional manner.
Track client activity and support consistent, high-quality client experiences.
Look for ways to improve processes, anticipate obstacles, and develop plans to address them.