Client Service Associate (Private Wealth)

CIBC • Boston, MA

1d • $55,000 - $70,000 • Onsite

About The Position

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 As a Client Service Associate, you will provide day-to-day administrative support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts, IRAs, foundations) and act as a trusted partner to Relationship Management team by serving as their primary point of contact for client servicing needs. To successfully perform the work, you will be on-site full-time.

Requirements

• You have a Bachelor’s degree and/or 2-3 years’ experience in trust and/or investments.
• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it’s the right thing to do.
• You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision-making.
• You possess excellent organizational and analytical skills with strong attention to detail.
• You have a pleasant telephone manner and strong business writing skills
• You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
• You’re proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.

Nice To Haves

• Internship in Wealth Management a plus.

Responsibilities

• Demonstrate a passionate commitment to serving clients in the accurate completion of account administrative duties such as preparing correspondence and maintaining files.
• Prepare materials for client meetings.
• Arrange new account packets and open new accounts.
• Research client inquiries and bring about timely resolution.
• Run client statements, tax reports and ad hoc reports.
• Provide documentation for clients’ annual reviews.
• Manage clients’ tax payments, annual IRA contributions/required minimum distributions.
• Willingness to accept advanced responsibilities such as preparing asset allocations, and performance reporting.
• Display initiative and exhibit the ability to work without direction.
• Effectively collaborate with colleagues to exceed clients’ expectations.
• Apply newly acquired knowledge to systems, processes and situations with proficiency.

Benefits

• At CIBC, we offer a competitive total rewards package.
• This role has an expected salary range of $55,000 - $70,000 for the market based on experience, qualifications, and location of the position.
• The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.
• CIBC offers a full range of benefits and programs to meet our employee’s 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees