Client Service Associate

Canadian Imperial Bank of Commerce•Boston, MA

11d

About The Position

As a Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service to clients. 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 wires and address changes, and ensuring documentation and transactions comply with regulatory and internal standards. You will also support Client Service Managers by preparing materials, tracking client activity, and contributing to a consistent, high-quality client experience. The position supports onboarding, account openings, account updates, client transactions, reporting requests, and preparation of materials for presentations, meetings, and reviews. You will serve as a primary contact for clients and internal partners, research and resolve inquiries, and seek ways to improve service and operations. 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. The expected salary range for the Boston market is $65,000–$70,000, based on experience, qualifications, and location. Visa sponsorship is not offered.

Requirements

Bachelor’s degree and/or 1–3 years of relevant financial industry experience.
Excellent verbal and written communication skills, including 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 independently, take initiative, and work 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.
Active listening, analytical thinking, budget preparation, client service, customer experience, file maintenance, interpersonal communication, and presentation preparation skills.

Responsibilities

Manage client onboarding, account openings, and operational support with precision and professionalism.
Serve as a primary point of contact for clients, internal partners, custodians, and service teams, providing clear, responsive, and proactive communication.
Process money movements, including checks, ACH, wires, and journal transfers; quarterly tax payments; charitable gift requests; and annual IRA contributions and required minimum distributions accurately, on time, and in accordance with policies and procedures.
Process address changes and other account updates accurately and within required timelines.
Assist Relationship Managers with account opening, onboarding, and preparation of materials for presentations, meetings, and reviews, as well as reporting requests.
Anticipate and address client needs, and promptly research and resolve inquiries in a timely, thoughtful, and professional manner.
Identify obstacles, develop plans to overcome them, and look for ways to improve service and operations.
Prepare materials, track client activity, and contribute to a consistent, high-quality client experience.